Managing Expenses

Edit, Clone, and Delete Expenses

Edit Expenses

If you want to make changes to an expense, you can edit it.

Prerequisites:

  • You can edit only Unreported and Unsubmitted expenses.
  • You cannot edit Expired expenses.

To edit an expense:

  1. Navigate to Expenses.
  2. If you’re in the Unreported Expenses tab, click the expense you want to edit and the Edit Expense page will open.
    Edit Expenses
  3. If you’re in the All Expenses tab, click the expense you want to edit and click the edit icon at the top right corner of the page.
    Edit Expenses
  4. Make the necessary changes in the Edit Expense page.
  5. Click Save and Close.
    Edit Expenses

Clone Expenses

Clone an expense to duplicate all the essential details of an expense. Hereโ€™s how:

  1. Go to Expenses on the left sidebar.
  2. Navigate to the All Expenses tab.
  3. Click the expense you want to clone.
    Clone Expenses
  4. Click the More icon at the top right corner and select Clone. (In case of approved and reimbursed reports, click the Clone button at the top right corner of the page.)
    Clone Expenses
  5. Make changes if necessary.
  6. Click Save and Close to create a new expense.

Delete Expenses

To delete an expense:

  1. Go to the Expenses module.
  2. If you’re in the Unreported Expenses tab, click the More icon at the right corner of the expense you want to delete and click Delete.
    Delete Expenses
  3. If you’re in the All Expenses tab, click the expense you want to delete. Click the More icon at the top right corner of the expense and click Delete.
    Delete Expenses
  4. In the pop-up that follows, select Delete to delete the expense.
  5. If you want to delete the expenses in bulk, then select the expenses and click the More icon at the top of the page.
  6. Select Delete. All the selected expenses will be deleted.
    Delete Expenses

Note: You cannot delete Submitted, Approved, and Reimbursed expenses.


Export Expenses

Expenses can be exported in two formats:

CSV - Comma Separated Values XLS (XLSX) - Microsoft Excel

To export expenses:

  1. Navigate to Expenses.
  2. Click the More icon on the top right corner of the page.
  3. Select Export Expenses.
    Export Expenses
  4. Select the format (CSV, XLS or XLSX) in which you would like to export your expense data.
  5. Mark Include Sensitive Personally Identifiable Information (PII) while exporting to export expenses with PII such as name of the user, email address, etc.
  6. You can also protect the export file with a password. Mark I want to protect this file with a password and provide a password in the Password field.
  7. Click Export and your export file will be downloaded.
    Export Expenses
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