Editing or Deleting an Expense or Mileage

You can edit or delete an expense that has not yet been authorised by a manager or customer.

 

Editing an Expense:

1. Go to Main Navigation > Expenses Management > Manage Expenses

2. Scroll down to the Expenses Table

3. Find the expense you want to edit and click the View icon

4. Click Details to view the expense, including the description, cost, and GL category

5. Make any changes to the expense

6. Click Save to submit the changes and replace the original expense

 

Deleting an Expense:

1. Go to Main Navigation > Expenses Management > Manage Expenses

2. Scroll down to the Expenses Table

3. Find the expense you want to delete and click the View icon

4.Click Delete on the expense details pop up

5. Click Ok when asked if you are sure you want to delete the expense. This will permanently delete the selected expense.

 

 

Editing a Mileage:

 

1. Go to Main Navigation > Expenses Management > Manage Expenses

2. Scroll down to the Expenses Table

3. Filter by ‘Type’ to view mileages only

4. Click the expense you want to edit and click the View icon

4. Click Details to view the expense, including the description, cost, and GL category

5. Make any changes to the mileage expense

6. Click Save to submit the changes and replace the original expense

 

 

Deleting a Mileage:

 

1. Go to Main Navigation > Expenses Management > Manage Expenses

2. Scroll down to the Expenses Table

3. Find the mileage you want to delete and click the View icon

4.Click Delete on the mileage expense details pop up

5. Click Ok when asked if you are sure you want to delete the expense. This will permanently delete the selected mileage expenses.

 

 

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