Editing the Expense

1. Click “Finance” from the main menu.
2. Click “Expenses.”
3. Click on the expense voucher you wish to edit.
4. Click the “Edit” button.
5. Make the required changes to the following fields:

Amount:

• Select the expense’s currency from the dropdown attached to the amount field.
• Enter the new expense value or amount.
  • Note: If the expense is split across multiple accounts, the “Amount” field becomes read-only and is automatically calculated from the sum of the amounts entered in the rows.
• Description: Edit any notes or additional guiding details describing the expense.
• Attachments: You can add or replace the expense’s attachments by clicking the upload area, or by dragging and dropping a new file. Allowed formats: pdf, doc, docx, xls, xlsx, csv, jpg, png, gif, zip, jpeg.
• Expense Number: A required field — you can manually edit the expense number if needed.
• Date: A required field — you can edit the expense date from the calendar.
• Vendor: You can edit or add a vendor associated with this expense.
• Category: You can change the expense category, or add a new one directly from the same field.
• Treasury: You can change the treasury or bank account associated with this expense.
• Sub-account: You can edit the sub-account linked to the expense from the searchable dropdown (by name or code).
• Taxes: You can edit the first and second tax applied to the expense, adjust their values, or remove them entirely via the “Remove Taxes” link.
• Recurring: You can enable or disable the expense’s recurrence, and edit the “Frequency” and “End Date” if it’s already enabled.
• Assign Cost Centers: You can enable or disable this option; it only appears if cost centers have already been added to your account.

Click “Save” (shown as “Update” in edit mode) to save the changes.

Next to this button, you can click the adjacent arrow to select “Update & Print” to save the changes and print the expense directly.

The “Save & Add New” option is not available in edit mode, since editing only updates the current expense.

Note: You cannot edit a .