Some benefit accounts require expenses to be reviewed and approved by your manager before you can submit a claim for reimbursement. To learn more about submitting requests, see: How do I submit a pre-approval expense to my manager for approval?
If you have an approved or “in review” request that you no longer wish to use, you can cancel it by following the steps below.
Steps to cancel your request
- Log in to your Forma account.
- Go to the Benefits tab.
- Select the benefit that has the request you’d like to cancel.
- Click Manage Requests.
- Find the request you want to cancel and click View details.
- Click Cancel request.
- When prompted, confirm by clicking Yes, cancel request.
Once completed, the request will display as “canceled”, and you can submit a new request if needed.