Can I Edit an Expense Amount?

Can I adjust the amount of a corporate card transaction in Abacus?

No, you cannot adjust the amount on a credit card transaction from a corporate card in Abacus. Abacus is designed so that organizations can match the transactions submitted in Abacus with the transactions on their corporate credit card statements. In order to allow this, the charged amount needs to remain consistent in Abacus. 

If a larger transaction actually represents multiple expenses that should be allocated to different categories, clients, departments, or allocations, you can split or itemize the expense.

Can I adjust the amount of a reimbursable expense?

After a reimbursable expense has been created in Abacus, the submitter can no longer adjust the amount. At this point, only the manager of the person who owns the expense or an admin can edit the amount.

If you're an admin or manager reviewing a reimbursable expense submitted for your approval, you can adjust the amount.

1. Click Reimbursable Expenses in your Admin sidebar and locate the expense you would like to edit.

2. Click on the expense.

3. Click on the pencil button to edit the expense.

4. Click the pencil button next to the expense amount.

5. Input the new amount; add a note, if desired; and click Save.

If all other details are correct, you may proceed to approve the expense.