How to Edit, Void, and Credit an Expense

Edit, Void, or Credit an Expense

  1. Once you add and approve your expense, you’re greeted with a new set of tools that you can use to edit the expense after its creation. If you need to edit, void, or credit an expense, here’s what you should know.

Step 1: Navigate to Expenses in your navigation menu.
Step 2: Select the expense you want to edit.

Key Elements of the Expense Page

  1. Expense summary: This section of the page shows a summary of the expense. 
  2. Enter payment: Once you pay the expense, you can register this payment by clicking this button. The expense will no longer be marked as unpaid once you enter a payment.


Under the More Tab


Edit: Selecting this option allows you to make changes to the expense.

Duplicate: If you have an expense that is very similar to the one you are viewing, you can create a duplicate. This helps speed up the process and makes it so you don’t have to enter all of the same information again.

Credit expense: In the event that you have been issued a credit by your vendor for a return or refund, you can register that here.

Void: This will void the expense in your accounting system.

Make Comments on Your Expenses


Timeline: The timeline shows all of the activity associated with the expense since it was created. 

Comments: Add notes to your expenses to remember specific or important expenses. This is also a great way to collaborate with your teammates and share certain information about an expense. 


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