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Manage Expenses

Edit an Expense

Note: You cannot edit expenses in the Submitted, Approved, and Reimbursed statuses.

If you want to make changes to an expense, you can edit it. Here’s how:

  • Go to Expenses on the left sidebar.
  • If you’re in the Unreported Expenses tab, click the expense you want to edit, and the Edit Expense page will open.
  • If you’re in the All Expenses tab, click the expense you want to edit and click the Edit icon in the top right corner of the page.
  • Make the necessary changes on the Edit Expense page.
  • Click Save and Close.

Inline Editing

You can update the expenses you’ve recorded directly from the Expense Details page, without going to the Edit Expense page.

Here’s the list of expense types and the fields you can edit:

  • Expense Records/Expenses in Reports: Expense category, date, amount, merchant name, currency, and description.
  • Mileage Expense: Description.
  • Itemized Expenses: Expense date and merchant name.
  • Per Diem Expense: Description.
  • Manually Created Card Expense: Expense date, category, and merchant name.

To edit an expense record using Inline Editing:

  • Go to Expenses on the left sidebar.
  • Go to the All Expenses tab and click the expense you want to edit.
  • Hover over the field you want to edit and click the Edit icon that appears next to it.

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

  • After making the necessary changes, click the Tick icon next to the field to save your changes.

You can follow the same steps to edit your other expenses, including mileage, per diem, and itemized expenses, by navigating to the Expense Details page of the respective expense.

Bulk Update Expenses

You can update multiple expenses at once. Here’s how:

  • Go to Expenses on the left sidebar and click the All Expenses tab.
  • Click the checkbox towards the left of the expenses you want to update.
  • Click Bulk Update at the top of the page.
  • Fill in the fields you want to update and click Save.

Delete an Expense

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

To delete an expense:

  • Go to Expenses on the left sidebar.
  • If you’re in the Unreported tab, click the More icon next to the expense you want to delete and select Delete.
  • If you’re in the All Expenses tab, select the expense you want to delete, click the More icon next in the top right corner of the expense, and select Delete.
  • If you want to delete multiple expenses, click the checkbox towards the expenses you want to delete, click the More icon at the top of the page, and select Delete.
  • Click Delete again in the pop-up that appears to confirm your action.
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