Follow these instructions to delete an e-xpense form record if needed.
Caution: You should not delete a form if any employee has already created a request or report based on it. Instead of deleting the form, you can disable it , which ensures that existing requests or reports based on the form will still be accessible, but prevents employees from creating new requests or reports based on the form.
To delete a form
From the JAMIS Administration home page > Setup tab, under Expense Setup, click e-xpense forms. Or, from the top of any JAMIS Administration screen, click Expense Setup > e-xpense Forms. The e-xpense Forms screen appears.
In the Filters section, enter one or more search criteria for the form that you want to delete. Your filter choices are: e-xpense form, description, form type, whether pre-authorization is required.
Hints: You can enter partial information in a filter field, such as A to retrieve all forms that begin with A, or %A to retrieve all forms that contain the letter A. You can leave all filter fields blank to retrieve all form records.
Click Retrieve to list form records that match the criteria you entered. The results appear in the bottom section of the screen.
If needed, scroll to find the form that you want to delete. JAMIS displays the records in ascending order by form name. You can sort the list differently by clicking the appropriate column heading once or twice.
Click Delete to the left of the form that you want to delete. A message asks you to confirm that you want to delete this form.
Click OK to commit your deletion.
Repeat the appropriate steps as needed to delete additional forms.