When you have already created and approved an expense record but you find that there are any errors or need to make modifications to the document, you can edit it by following these steps.

The methods for editing expenses vary depending on the payment status. There are 2 cases :

Case 1: Expenses that have not been paid yet

Case 2: Expenses that have been paid

Step 1: Go to the "Expenses" menu, then select "Expenses Record" and choose "See All."

Step 2: Select the document you want to edit.

Step 3: Click on the options >> Select "Edit".

Step 4: When you are on the "Edit Expense Record" page, you can make the required changes to the information. After you have finished editing the data, click on "Save" to complete the process.

Step 1 and Step 2 can follow same as Case 1

Step 3: After selecting the required document, choose the "Payment" tab >> click on 3-dots icon >> select "Void."

Step 4: After voiding the payment, return to the "Document" tab and select the "Document >> click on "Options" and choose "Edit." Then, make the modifications to the desired information.

Step 5 : When the information has been edited successfully, click "Save" to complete the process.