From the Expenses list, simply click on the expense, change the required fields and save.

Mobile
Web

Editing an expense which has already been attached to an invoice:

  • If the expense has been billed, this is shown in the expenses list with a “b” or “br” icon, swipe left on the expense and tap on “View in invoice”, your invoice with the expense is then opened.
  • If the invoice is in open or rejected status:
    1. Tap on the edit icon to bring up the invoice screen.
    2. Tap on the Expense line within the invoice and make the required changes.  The changes you make here will also be replicated in the Expense item within the Expenses list.
  • If the invoice status is Sent, Overdue or paid:
    1. Tap on the padlock icon  to bring up the invoice screen.
    2. Tap on the Expense line within the invoice and make the required changes.  The changes you make here will also be replicated in the Expense item within the Expenses list.

Editing an expense which has already been attached to an invoice:

  1. Click on the expense item to open it,
  2. Click on “edit in invoice” to bring up the relevant invoice screen.

If the invoice is in open status:

Click on the expense line within the invoice and make the required changes. The changes you make here will also be replicated in the expense within the Expenses list.

If the invoice status is Paid, Sent, Overdue or Rejected:

  1. You’ll need to change the invoice status to Open, to do this, click on the small arrow in the status button at the top of the screen to change it to Open.
  2. Click on the expense line within the invoice and make the required changes.  The changes you make here will also be replicated in the expense within the Expenses list.

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