How to Edit or Delete an Expense Entry

Overview
Make corrections or remove mistakes to keep your expense ledger accurate.

Steps to Edit

1. In Finance → Expenses, find the expense and click Action → Edit.

2. Update fields as needed (price, date, category).

3. Click Save.

Steps to Delete

1. Click Action → Delete on the target expense row.

2. Confirm deletion.

Tips

• Only delete truly erroneous entries; use Edit to correct minor mistakes.

Troubleshooting / FAQs

• Q: Delete option is missing.

  • A: Expenses tied to closed accounting periods may be locked—unlock the period under Finance Settings.