How to delete expense on the Web app

Follow these simple steps to delete expenses using the web app.

In the navigation menu on the left-hand side, click 'Cashflow'.

Ensure that you are in the 'Overview' section of the Cashflow page.

There are two ways to delete an expense. Option one is to click the vertical ellipsis (three dots) next to the expense item. Then select ‘Delete’ from the menu.

The second option is to click directly on an expense item to open the Edit expense view.

In the edit view, scroll to the bottom of the page, then click the Trash icon in the bottom-left corner.

A prompt message will appear asking for confirmation. Click ‘OK’ to confirm and remove the expense.

You have successfully deleted an expense entry.

A: No, once an expense is deleted, it cannot be restored.

A: Only the Notes field can be omitted. All other fields are required and cannot be removed.

A: Yes, you can exclude expenses by customizing the date range for the report to omit entries outside the selected period.

Explore our Web app help guide to discover useful tips and practical advice on how to get the most out of Bookipi Web.

Download the Bookipi Invoice mobile app and check out our mobile app guides to make sending invoices anytime and anywhere even easier.