Edit or delete an expense

Each expense has a ⋯ menu at the right end of its row.

Edit an expense

1. Select the expense's row, or select Edit in its ⋯ menu. The Update expense window opens.
2. Change what you need. The window has the same boxes as when you added the expense. To replace the receipt, remove the old file and upload a new one.
3. Select Update. You'll see "Successfully updated expense".

Note — Some expenses are locked. Their ⋯ menu shows Not editable with a lock, and selecting the row only shows the details — you can't change them.

Delete an expense

1. Open the expense's ⋯ menu and select Delete.

2. Select Delete in the window to confirm. You'll see "Expense deleted successfully".

   

Important — Deleting can't be undone. If you delete a Labour expense, it's added again the next time that visit is changed.

If you've connected accounting software, the ⋯ menu also shows the expense's sync status. See Connect your accounting software in the Invoices guide.