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How to Delete a Receipt (Cardholder)

 The PEX platform lets cardholders attach an image of a receipt to the record of a merchant transaction.

Cardholders can delete a receipt from the record, provided that the Administrator has not already approved it.

  • Once the administrator approves a receipt, then the cardholder cannot edit it or change it
  • The cardholder must contact the administrator to request any changes
  • Administrators can delete any receipt

Cardholders can use the PEX Mobile App and the Cardholder Site to delete receipts.

Download the PEX Mobile App:

How to Delete a Receipt Using the Mobile App:

  1. Log in to the Mobile App
  2. Click on the “Transactions” icon
  3. Navigate to the merchant transaction
  4. Click on the transaction

    Delete_receipt_mobile_1.png

    Click on the “Transactions” icon. Click on the transaction.

  5. Click on the receipt icon in “Transaction Receipts”

    Delete_receipt_mobile_2.png

    Click on the receipt icon

  6. Click on on the Trash Can icon

    Delete_receipt_mobile_3.png

    Click on the Trash Can icon

  7. Click “Delete” in the confirmation dialogue box

Delete_receipt_mobile_4.png

Click “Delete” in the confirmation dialogue box

Note:

  • Deleting a receipt does not delete any transaction Notes.

 

How to Delete a Receipt Using the Cardholder Site:

  1. Log into the Cardholder Site
  2. Click the “My Account” tab
  3. Click “Transaction history” in the blue bar
  4. Navigate to the transaction
  5. To delete the receipt without reviewing it, click the “x” next to the receipt icon

    Delete_Receipt_12.png

    Click “x” to delete the receipt without reviewing it

  6. Click the green “Remove” button in the confirmation dialogue box

    Delete_Receipt_11.png

    Click the green “Remove” button

  7. To review the receipt before you delete it, click the receipt icon

    Delete_Receipt_6.png

    Click the receipt icon to review the receipt before deleting it

  8. Click on the Trash Can icon to delete the receipt

    Delete_Receipt_13.png

    Click on the Trash Can icon

  9. Click the green “Delete” button in the confirmation dialogue box

Delete_Receipt_15.png

Click the green “Delete” button

Note:

  • Deleting a receipt does not delete any associated transaction Notes
  • Once you delete the receipt, you can attach a new file to the transaction

 

 

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