Find and Edit an Expense Entry

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.

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.

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Additional Information:

• Detailed Expense Listing
• Expense Reports