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:

After an expense has been created in Emburse Spend, 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.

 

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