Gain essential knowledge on editing or canceling a submitted Reimbursement request and find necessary steps to modify or cancel your transaction successfully.
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Cancelling Reimbursement Requests
Occasionally, once a reimbursement request has been submitted (read the steps here), circumstances may arise where you need to cancel a submitted transaction. Understanding the process and guidelines for canceling can help you navigate such situations efficiently.
As a Drafter, it's important to note that you can cancel a submitted reimbursement request, but only within a specific timeframe. The cancellation window remains open until the Releaser releases the funds for the transfer. It's crucial to act promptly if you wish to cancel a transaction, as once the funds are released, cancellation becomes no longer possible.
As a Releaser, you also have the ability to cancel reimbursement requests in the 'Scheduled' and 'Payment Delayed' states only. You can find more information on how to cancel scheduled payments in this article.
In this article, we will run you through the simple steps to cancel a reimbursement request by Drafter, either scheduled or direct transaction.
Cancelling Reimbursement through Jack Portal
Drafter can cancel their Reimbursement request through Jack Portal by following these simple steps:
In Jack Portal, click Transactions, then inside My Transaction, you can see the list of your created transactions. Select the Reimbursement request you want to cancel (for easier tracking, you can filter Type = Reimbursement).
You can see the details of the Reimbursement such as Created At, Recipient, Number of Expenses, and Total Amount. At the bottom of the page, you can click Cancel Request.
You will see a confirmation page regarding the cancellation of your submitted Reimbursement request. Ensure that this is the correct Reimbursement you would like to cancel.
Input your cancellation reason, then click Cancel Request to confirm your cancellation regarding the Reimbursement request.
Finally, you have canceled a submitted Reimbursement request successfully.
An email notification will be sent to the Approvers who have approved your request.
You can check the list of your canceled Reimbursement requests by going to Transactions in Jack Portal and filter by Type and Status.
Filter the Type by Reimbursement and Status by Cancelled, then you will be able to see your cancelled Reimbursement requests.
If the status of your reimbursement request has changed to “Cancelled”, rest assured that your transaction will not proceed, and the funds will not be released. You can submit the new request using the same receipt(s) by following the easy steps here.
Cancelling Reimbursement through Jack App
Drafter can cancel their Reimbursement request through Jack App by following these steps:
In Jack App, click the Transactions menu in the navigation bar.
You can see the list of your created transactions. Select the Reimbursement request that you want to cancel (for easier tracking, you can filter Type = Reimbursement).
You can see the details of the Reimbursement such as Created At, Recipient, Number of Expenses, and Total Amount. At the bottom of the page, you can click Cancel Request.
Input your cancellation reason, then click Cancel Request to confirm your cancellation regarding the Reimbursement request.
Finally, you have canceled a submitted Reimbursement request successfully.
An email notification will be sent to the Approvers who have approved your request.
You can check the list of your canceled Reimbursement requests by going to Transactions in Jack App and filter by Type and Status.
Filter the Type by Reimbursement and Status by Cancelled, then you will be able to see your cancelled Reimbursement requests.
You can submit the new request using the same receipt(s) by following the easy steps here.
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