If you wish to delete an expense tag, follow the steps below:
Firstly, you will have to create a query to check if the expense tag is active for users within your company.
Check if expenses tag is active
To create an expense query:
Click Access Button
then click HR Admin.
On the Queries tab, click the + plus icon.
In the first column, select Expenses.
In the next three columns, scroll down to the expense information and select all information you wish to include in this query. For this example report, select Expense Line Category.
In the bottom right, click Next. The Filters and Options page appears.
If you skip this page, the query will retrieve all active employees and all expenses that have ever submitted. You may wish to use this area to filter by employee name, a specific time frame etc. For example, you can filter the date so that the query will only bring up expense reports submitted this month.
Select the filters required.
Click Next.
Enter a name for the query.
If required, enter a category and description.
Click Next. The information requested appears.
If you wish to export or print, on the right, click Export to.
Delete the expense tag
After checking this, follow the steps below to delete the expense.
To do this, follow the steps below:
Click Access Button
Go to Settings then select Expenses.
Click Manage List field then select Category drop down list.
Select (+Manage This List) then click the name of the tag category.
Select Delete then click Save.