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See also:
Feature Guide - Job Costing (3.25MB)

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An employee’s expense entry can be edited (to fix an error, for example, or to recode the expense differently) by double-clicking on the expense entry

Anyone who has access privileges to expense reports can edit expense entries, regardless of who actually added it.

To edit an expense item

1 Click on the expense line item to select it.

2 Click the Edit button (You can also double-click the expense line item to open the Edit Expense window).

The Edit Expense window opens, displaying the details of the selected expense line item.



3 Edit the expense item.

You can only edit the expense category, date, cost, gross, the billable checkbox, dGL, and description. If any other information needs to be changed, delete the expense item and re-add it. The ID# and Number fields are automatically assigned by Clients & Profits X and can’t be changed. They don’t affect the GL, but are used when searching for specific expense line items in the Find Expenses window.

4 Click Save.


Learn more:
Reimbursing employees for expenses
Adding an expense report
Approving expense reports