Edit an expense

Edit an expense to correct its header, expense lines, or accounting information. You cannot edit a voided expense. Open Menu, select Banking, and then select Expenses.

Before you begin

You need an existing expense that has not been voided.

Edit the expense

  1. Open Menu, select Banking, and then select Expenses.
  2. Select Expenses.
  3. Select the expense that you want to change.
  4. Select Edit.
  5. Update the expense information or its expense lines.
  6. Review the posting period in the Accounting section.
  7. Select Update.

If the expense has been reconciled, QuickStart prevents changes that would invalidate the reconciliation.

Learn more