Overview
If you find you made a mistake and need to edit or delete an expense, there are several ways you can do this.
We’ll walk you through these steps below!
The Steps
To edit or delete an expense, click Accounting on the main menu and then click on Bills & Expenses under the Expenses category.
Use the filters and select the Type > Expense. (You can also use the other filter to narrow down the search for a specific Bill Payment.)
Click on the line for the expense you want to edit or delete and open it. On the Edit Expense window, you will have two courses of action depending on whether you are editing the expense or deleting the expense:
If editing the expense, change any of the fields you need and click Save when you are done.
If you are deleting the expense, click Delete in the lower left corner of the Edit Expense window.
That’s it! Your reports get automatically updated to reflect these changes.