Overview
You can update any part of an existing expense record — including its amount, date, or attachments — directly from the Expenses page.
Step 1: Locate the Expense
Go to Finances > Expenses.
Find the expense you want to update using filters or the search bar.
Click the Magnifying Glass icon next to the expense to open its details.
Step 2: Edit the Expense
Click the Edit button at the top of the expense page.
Make any necessary changes, such as:
Updating the category or amount
Changing the assigned customer or employee
Uploading new attachments
Adding notes
Step 3: Save Changes
Click Update Expense when finished.
Your edits will automatically reflect on the Expenses list.