ⓘ This article is for small businesses who use Xero
- Delete a payment you've recorded on an expense claim using remove & redo.
⚠ Warning
You can't restore transactions deleted using remove & redo. If it's been used in error, you'll need to enter the transaction agai
How it works
- To delete a payment transaction, use the remove & redo feature in Xero.
- When you use remove & redo, Xero deletes the payment transaction from the expense claim and deletes it from Xero.
- The bank statement line will remain in the bank account so you can reconcile it with another expense claim or transaction.
- If the payment transaction is applied to the correct expense claim, but is reconciled with the wrong statement line, unreconcile the transaction instead.
Payment made using a bank account
If a payment on an expense claim is made from a bank account in Xero, find the payment in your bank account, then delete the transaction.
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In the Accounting menu, select Bank accounts.
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Click the bank account the payment was made from.
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Find and open the expense claim payment. The transaction description will show as Payment: Contact name.
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Click Options, then select Remove & Redo.
ⓘ Tip
You can also delete the payment transaction directly from the bill created from the expense claim. Click on the Payment link, then click Options and select Remove & Redo.
Once the payment is deleted, the claim moves back to the Expenses To pay tab.
Payment made using a non-bank account
Find the bill created from the expense claim to remove the payment.
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In the Business menu, select Expense claims.
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Select the All tab.
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Find and open the expense claim you want to remove the payment from.
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Click View Bill, then click the blue Payment link.
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Click Options, then select Remove & Redo.
Once the payment is deleted, the claim will move back to the To pay tab in Expenses.