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How to delete and recreate a specific expense

Make sure to save important information before proceeding, download the attached receipt, and copy any necessary details. To delete and recreate the expense:

  • If the expense is marked ‘Completed’, click 'More', and revert the decision to make it editable
  • Click 'More' and select ‘Delete expense’
  • Find the transaction in 'Home'
  • Next to 'Expense', scroll to ‘Create’ and click it
  • To configure and submit, add the receipt, complete required fields, and submit

The expense will be marked ‘Configured for Zoho Books’ and exported automatically.