Overview

If you created an Expense Report that is no longer needed, it can be deleted if it hasn't been approved and extracted for Banner. You can view a list of any reports or requests waiting for your approval from the Concur homepage in the My Tasks section.

Process

Step One: Log into Concur

Log into concur.charlotte.edu.

Step Two: Open Expense Reports

On the Concur homepage, from the My Tasks section, select Open Reports. 

Step Three: Select Report

Select the Report you want to delete. 

Step Four: Select More Actions

Select the More Actions dropdown menu.   

Step Five: Delete Report

Select Delete Report. A confirmation box will pop up.

Step Six: Select Delete

Select Delete. The report is now deleted and will no longer appear in your Open Reports list. 

Expenses from outside sources, such as e-receipts or p-card charges, won’t be permanently deleted. They will be moved back to your Available Expenses list.

Additional Support

If you have questions or need further assistance, please refer to the Concur FAQs and Guidance or submit this request form.