Edit expenses

Correct an expense as a spender (cardholder/employee)

1. Find and click the expense you want to update
2. Update the relevant details (e.g. add a receipt, edit the description, category, tags)
3. Save

Correct an expense as a reviewer

As a reviewer, you can approve expenses or request changes for the people/teams you’re responsible for.

If an approved expense needs to be corrected:

1. Open the expense from your Review tab
2. Select Needs details and add a comment explaining what needs to be changed
3. Ask the spender to update the expense details
4. Review the updated expense and approve it once it’s correct

Correct an expense as an admin or bookkeeper/controller

If the expense is still editable, the most reliable way to get it corrected is to:

1. Ask the spender to update the expense
2. If needed, ask the reviewer to select Needs details so the expense can be re-reviewed after the changes