Find and Edit an Expense Entry

To edit an entry in Expenses, start by using the available filters to locate the specific entry you want to modify. Once you find it, open the entry to make any necessary changes. To access Expenses, select it from the main toolbar or under the Business Tools menu. 

Note: The Date Range can only be adjusted if you are not currently editing or creating a new expense. If necessary, click Cancel or Save to adjust the range.

1. If needed, from the Filter sidebar in the Date Range field, click ... to select from one of the quick date options listed.
2. To further filter, select from the options listed under Payee, Amount, Check #, or Category.
3. From the expense entries shown, double-click on the entry (or select the entry, then from the toolbar click ).
4. Click   Save  (or Cancel to discard changes made).
5. When finished, click to remove any filters you have set.

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Additional Information:

• Detailed Expense Listing
• Expense Reports