Edit an expense refund

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

Before you begin

You need an existing expense refund that has not been voided.

Edit the expense refund

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

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

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