Managing Expenses

Edit, Clone, and Delete Expenses

Edit Expenses

If you want to make changes to an expense, you can edit it.

Prerequisites:

  • You can edit only Unreported and Unsubmitted expenses.
  • You cannot edit Expired expenses.

To edit an expense:

  1. Navigate to Expenses.
  2. If you’re in the Unreported Expenses tab, click the expense you want to edit and the Edit Expense page will open.
    Edit Expenses
  3. If you’re in the All Expenses tab, click the expense you want to edit and click the edit icon at the top right corner of the page.
    Edit Expenses
  4. Make the necessary changes in the Edit Expense page.
  5. Click Save and Close.
    Edit Expenses

Inline Editing

You can now update the expenses you’ve recorded directly from the expense detail page, without going to the edit expense page.

Here’s the list of fields you can edit from the expense detail page :

Expenses Editable Fields
Expense Records / Expenses in Reports Expense category, date, amount, merchant name, currency, and description
Mileage Expense Description only
Itemized Expenses Expense date and merchant name
Per Diem Expense Description only
Manually Created Card Expenses Expense date, category, and merchant name

To update an expense record using inline editing:

Note: You can edit only one field at a time.

  1. Navigate to Expenses.
  2. In the All Expenses tab, click the expense you want to edit.
  3. Hover over the field you want to edit and click the Edit icon that appears next to it.
  4. After making the necessary changes, click the tick icon next to the date field to save your updates.
Inline Edit

You can also edit the unreported expenses added to reports. To do this:

  1. Go to Reports.
  2. Under Expenses, click the More icon of the expense you want to edit.
  3. Select Show Details, and the expense detail page will open.
  4. Make the necessary changes, and save them.

You can follow the same steps to edit your other expenses, including mileage, per diem, and itemised expenses, by navigating to the expense details page in the respective modules.


Clone Expenses

Clone an expense to duplicate all the essential details of an expense. Here’s how:

  1. Go to Expenses on the left sidebar.
  2. Navigate to the All Expenses tab.
  3. Click the expense you want to clone.
    Clone Expenses
  4. Click the More icon at the top right corner and select Clone. (In case of approved and reimbursed reports, click the Clone button at the top right corner of the page.)
    Clone Expenses
  5. Make changes if necessary.
  6. Click Save and Close to create a new expense.

Delete Expenses

To delete an expense:

  1. Go to the Expenses module.
  2. If you’re in the Unreported Expenses tab, click the More icon at the right corner of the expense you want to delete and click Delete.
    Delete Expenses
  3. If you’re in the All Expenses tab, click the expense you want to delete. Click the More icon at the top right corner of the expense and click Delete.
    Delete Expenses
  4. In the pop-up that follows, select Delete to delete the expense.
  5. If you want to delete the expenses in bulk, then select the expenses and click the More icon at the top of the page.
  6. Select Delete. All the selected expenses will be deleted.
    Delete Expenses

Note: You cannot delete Submitted, Approved, and Reimbursed expenses.


Export Expenses

Expenses can be exported in two formats:

CSV - Comma Separated Values XLS (XLSX) - Microsoft Excel

To export expenses:

  1. Navigate to Expenses.
  2. Click the More icon on the top right corner of the page.
  3. Select Export Expenses.
    Export Expenses
  4. Select the format (CSV, XLS or XLSX) in which you would like to export your expense data.
  5. Mark Include Sensitive Personally Identifiable Information (PII) while exporting to export expenses with PII such as name of the user, email address, etc.
  6. You can also protect the export file with a password. Mark I want to protect this file with a password and provide a password in the Password field.
  7. Click Export and your export file will be downloaded.
    Export Expenses
Get a personalized demo from our experts

By clicking Submit, you agree to our Privacy Policy.