Нужна помощь?

Editing an expense as a submitter

Before an expense is submitted and sent to the approver, you can edit the details (like re-uploading a receipt, or changing the category, description, or labels). Once the expense is sent to the approver, you can't edit it.

Editing an expense as an approver

Before an expense is approved, you can only edit the fields mentioned on-screen (like the category, description, or labels). Once you approve an expense, you won't be able to edit the details.

To make changes to an approved expense:

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

You can also cancel the expense and ask the submitter to raise it again.

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