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Business · Managing my business · Expenses

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

Team members

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

Admins

Before an expense is approved, you can edit the details (like re-uploading a receipt, or changing the category, description, or labels). Once you approve expense, you won't be able to edit the details.

To make changes to an approved expense:

  1. Go to Expenses
  2. Select the completed expense that you want to edit
  3. Tap Revert decision
  4. The expense moves back to Expense info required and you can now edit the details

If the expense was previously exported to Xero, we'll update it to avoid creating duplicate expenses.