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Бизнес · Managing my business

How do I edit the expense details if I made a mistake?

Team members

Before an expense is approved, you can edit the details (such as re-uploading a receipt, changing the category, description or labels).

Once an expense has been approved, it moves to the Reviewed tab you will no longer be able to edit the details. You'll need extended permissions in Expenses to approve expenses and manage settings.

Admins

Before an expense is approved, you can edit the details (such as re-uploading a receipt, changing the category, description or labels).

Once an expense has been approved, the details can no longer be edited. If you would like to make changes on an approved expense:

  • Go to the Reviewed tab
  • Select the expense that you want to edit
  • Tap 'Revert decision'
  • The expense moves back to 'Awaiting review' and is now editable from the In review tab

If the expense was previously exported to Xero, we will update its data to avoid duplicates.