Can I Edit or Delete an Expense?

When Can You Edit an Expense?

• Editable Expenses:
  • You can only edit an expense before you submit it (i.e., during creation), or you can edit an expense rejected by approver / manager

• In Progress Expenses:
  • Expenses with an In Progress status cannot be edited or deleted. These expenses are waiting to be approved or rejected by the approver / manager.

Pro Tip: If you’re unsure about any details, save the expense as a draft first. Drafts can be edited before submission.

Editing a Draft Expense

1. Navigate to the expense you want to edit.
2. Update the fields as needed.
3. Choose one of the following:some text
   • Save as Draft if you still need to finalize details.
   • Submit if you’re confident the details are accurate.

Editing a Rejected Expense

1. Locate the rejected expense you want to edit.
2. Click Re-submit to open it for editing.
3. Update the necessary fields. You can also leave a comment in the comment field.
4. Click Re-submit to send it for approval again.

Deleting an Expense

You can delete your own draft of expense. For compliance and accounting reasons, you cannot delete expenses once they were submitted.

1. Find the expense you want to delete.
2. Click Remove to delete it from your records.

By following these steps, you can efficiently manage your expenses while ensuring accuracy and compliance with ExpenseMonkey’s workflow.

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