Correct and Delete

An expense can be edited or deleted from its row on the Expenses page.

RequirementsCopy Anchor Link

Owners and managers hold both. A team member with neither permission sees no row menu.

Edit an expenseCopy Anchor Link

1. Open Expenses in the Finance group of the sidebar.
2. Open the row menu with the three dots at the end of the row.
3. Select Edit.
4. Change the fields in the Edit Transaction dialog.
5. Select Save Changes.

The dashboard shows the toast Transaction updated.

• The rate of a foreign expense stays unchanged unless the currency or the rate is changed.
• Choosing an overhead category removes the link to a car.
• The direction of an expense cannot be changed on this page.

Delete an expenseCopy Anchor Link

1. Select Delete in the row menu.
2. Read the Delete Transaction dialog. It names the category and the amount.
3. Select Delete.

The dashboard shows the toast Transaction deleted.

NotesCopy Anchor Link

• The Expenses table has no checkboxes. Entries are edited and deleted one at a time.
• To change the category of several entries at once, use Change Category on the Transactions page.
• Deleting an expense that completed an awaiting amount returns that amount to Awaiting.