Deleting an Expense

During the creation of a draft invoice, it may become necessary to remove or modify an expense. This article will guide deleting or editing an expense within the draft invoice.

Quick Summary of Step-by-Step Guide:

• Access the Expense Report
• Locate the Expense

In-Depth Step-by-Step Guide:

Access the Expense Report

To delete an expense from a draft invoice, navigate to the Current Expense Report. Clicking this will redirect you to the Expense Report page.

Locate the Expense

Once on the Expense Report page:

1. Find and click on the bill number of the expense you want to edit or delete.
   
   
   
   
2. This will take you to the Accounts Payable page, where all recorded expenses are listed for this project.

Edit or Delete the Expense

1. Select the specific expense item you want to modify or remove.
   
   
   
   
2. Click on the Action Tab to open the dropdown menu.
3. Choose whether to Move, Reject or Delete the expense

Success!

You have successfully deleted or edited an expense. For more details on managing expenses, check out our other Help Articles in the Viewing & Editing Expense Items section.