Overview

If you find you made a mistake and need to edit or delete an expense or bill, there are several ways you can do this.

We’ll walk you through these steps below!

  1. Edit or Delete an Expense

  2. Edit or Delete a Created Bill

  3. Delete a Bill Payment


Edit or Delete an Expense

You can find expenses on the Expense Transactions report, a bank Account Register, and the Transactions tab of your Vendors. These steps will walk you through finding them from the Expense Transactions report.

Step 1

Go to Reports and click on the Expense Transactions report in the Accounting section.

Step 2

Use the filters to narrow down and find the expense you need to edit or delete. For example, you can change the Period or filter by a Property or Vendor.

Click on the line for the expense you want to edit or delete to open it.

Step 3

If editing the expense, change any of the fields you need to 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.


Edit or Delete a Created Bill

You can find created bills on the Transactions List report and the Transactions tab of your Vendors. These steps will walk you through finding them from the Transactions List report.

If you’ve already recorded that you paid a bill, you will need to delete the bill payment before you can edit or delete the created bill.

Step 1

Go to Reports and click on the Transactions List report in the Accounting section.

Step 2

Use the filters to narrow down and find the bill you need to edit or delete. For example, you can change the Period or filter by a Property or Vendor. Selecting Bill in the Type drop-down field will also make sure you are just seeing your created (unpaid) bills.

Click on the line for the bill you want to edit or delete to open it.

Step 3

If editing the bill, change any of the fields you need to and click Save when you are done.

If you are deleting the bill, click Delete in the lower left corner of the Edit Vendor Bill window.

That’s it! Your reports get automatically updated to reflect these changes.


Delete a Bill Payment

You can find bill payments on the Bill Payments List report, Transactions List report, a bank Account Register, and the Transactions tab of your Vendors. These steps will walk you through finding them from the Bill Payments List report.

Note that you can’t edit a bill payment, only delete it and then edit the original created bill.

Step 1

Go to Reports and click on the Bill Payments List report in the What You Owe section.

Step 2

Use the filters to narrow down and find the bill payment you need to delete. For example, you can change the Period or filter by a Property or Vendor.

Click on the line for the bill you want to delete to open it.

Step 3

Click Delete in the lower left corner of the Vendor Bill Payment window.

That’s it! Your reports get automatically updated to reflect these changes.

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