Cancel a wire transfer you scheduled to reimburse an expense claim directly from Spendesk, before Spendesk starts executing it. This does not apply to reimbursements made by XML or CSV export.
For: Account Owners and Controllers on the Standard plan, using the "Reimburse via Spendesk" option.
Before you start
You must be an Account Owner or Controller to cancel a transfer.
This feature only applies to expense claim reimbursements scheduled with the "From Spendesk" option. It does not apply to reimbursements made "Outside of Spendesk" (XML or CSV export). For these, contact your bank directly.
You can only cancel a transfer while its status is Waiting for confirmation or Pending.
Step-by-step instructions
Navigate to Expenditures > Expense claims > History.
Click the transfer you want to cancel.
Click Cancel.
Expected results
The related expense claims move back to Expense claims > Schedule reimbursements. From there, you can set a new execution date or update payment details before scheduling the reimbursement again.
Troubleshooting
Symptom: There is no Cancel option on the transfer, or clicking it has no effect.
Cause: The transfer's status has already moved to Processing or Paid. Spendesk has started or completed executing the transfer, and it can no longer be cancelled from the app.
Resolution: Contact Spendesk support. Our team can check with our banking partner whether a recall is possible, but this is not guaranteed to succeed and can take several days.
Symptom: The transfer was reimbursed "Outside of Spendesk" and you need to stop it.
Cause: Reimbursements made via XML or CSV export are processed through your own company bank account, not through Spendesk.
Resolution: Cancel the transfer directly with your bank. Spendesk cannot cancel these transfers on your behalf.
🔒 Access: Cancelling a transfer is only available if your company reimburses expense claims by wire transfer directly from Spendesk, a feature available on the Standard plan.
⚠️ Warning: Once a transfer's status changes to Processing or Paid, Spendesk can no longer cancel it.