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Edit Expense in Admin

Summary

This guide explains how to edit an existing expense in the Admin section, including modifying the name, payment type, accounting code, and accounting code name.


In this article

  • Before you begin
  • Step 1: Access the expense to edit
  • Step 2: Edit the expense details
  • Step 3: Save the changes
  •  Frequently Asked Questions (FAQ)

Before you begin

  • Ensure you have Admin permissions to edit expenses.
  • Make sure you have the necessary details to update the expense (e.g., name, payment type, accounting code).

Step 1. Access the expense to edit

  1. Navigate to the "Admin" section from your main dashboard.
  2. Select "Expenses" or "Expense Management" to view the list of expenses.
  3. Locate the expense you want to edit.
  4. Click on the 3 dots (options menu) next to the expense.

Step 2. Edit the expense details

  1. From the dropdown menu, click "Edit".
  2. Edit the name of the expense as needed.
  3. Select the type of payment (e.g., credit card, bank transfer, cash).
  4. Edit the accounting code associated with the expense.
  5. Modify the accounting code name if necessary.

Step 3. Save the changes

  1. Once you have edited the expense details, click "Confirm" to save the changes.
  2. The updated expense details will be saved and reflected in the system.

Frequently Asked Questions (FAQ)

1.Can I undo the changes made to an expense?

Once changes are saved, they cannot be undone. It’s recommended to double-check the details before confirming the edits.
 

2. Can I edit any field in the expense?

 You can edit the name, payment type, accounting code, and accounting code name. Other fields may be restricted depending on the system settings.

3.What if I cannot find the expense I need to edit?

Ensure you are in the correct section and have the necessary permissions. If the expense still isn’t visible, contact your system administrator.