How to Cancel an Expense Claim

    Cancel an expense claim before it’s approved by navigating to “My Expenses” and clicking the ❌ button next to the entry.

    How to Cancel an Expense Claim Before Approval

    ✅ Step 1: Navigate to the Expense Management Page

    Select the "Expenses" dropdown from the navigation panel and choose the "My Expenses" sub-category under the Expenses menu.

    Expenses dropdown menu showing 'My Expenses' sub-category in Playroll's navigation panel

    ✅ Step 2: Cancel the Relevant Expense

    Locate the expense claim you wish to cancel. On the right end of the entry, click the "X" button to remove it.

    Expense summary screen showing the 'X' cancel button for an expense claim

    Once cancelled, the expense claim will be removed from your list and will not be processed for approval or reimbursement.

    How to View and Download Your Company's Signed MSA

    Company administrators can view and download their signed Master Services Agreement (MSA) from Company Settings.

    Your Master Services Agreement (MSA) is the signed contract between your company and Playroll. Admins can view it at any time and download a copy for their records directly from the platform.

    Before you begin

    • Only company administrators can view or download the MSA. Employees and contractors cannot access their company's MSA.
    • You must be logged in to your company's admin account.

    Complete the task

    ✅ Step 1 – Open the Settings tab

    Select the "Settings" tab on the left-hand side of the screen.

     

    ✅ Step 2 – Open Company Settings

    Your page opens to an overview of "Profile and Company Settings". Locate the "View MSA" button on the right-hand side of the screen.

    ✅ Step 3 – View or download the MSA

    Click "View MSA" to open the signed document. From here, you can view the agreement and download a copy for your records if you wish.

     

     

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