How to Edit a Submitted Expense
Certain fields on expenses may be edited after the expense has been submitted, as long as it has not received final approved.
Once your admin finally approves an expense, it can no longer be edited.
Edit a Submitted Expense as a User
Users may edit the following fields on a submitted expense:
- Merchant
- Mileage Start/Endpoint
- Category
- Team Fields
- Expense Fields
- Bulk Edit Expenses
After an 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. See FAQ: Can I Edit an Expense Amount? for more details.
1. To edit an expense, click on the
Pencil button in the Action column.2. Change editable fields as desired and then click Save to apply changes.
Edit Others' Expenses as a Delegate, Manager, or Admin
Delegates may edit transactions on behalf of cardholders, while managers and admins may edit the following fields on any user's submitted expenses:
- Expense Amount
- Merchant
- Mileage Start/Endpoint
- Category
- Team Fields
- Expense Fields
- Bulk Edit Expenses
To edit other users' expenses, click on the Delegate, Admin or Manager tab at the top left of your screen. Locate the expense and click the
More Actions button next to the expense to edit it.