FAQ: Can I Edit an Expense?

Can I Adjust the Amount of a Corporate Card Transaction in Emburse Spend?

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

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 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.

Can I Edit an Expense After Submission?

You cannot adjust the amount, but you may edit other details of the expense so long as the admin or manager has not yet approved it.

Edit a Submitted Reimbursable Expense

1. On the Reimbursements screen, click Pending Review.

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

3. Edit the fields.

4. Click Save.

Edit a Submitted Corporate Card Transaction

1. On the Transactions screen, click on Submitted.

2. Click More Actions, then click Unsubmit.

3. Edit the fields.

4. Click Submit. 

Can I Adjust the Amount of a Reimbursable Expense as a Manager/ Admin?

If you are an admin or a manager reviewing a reimbursable expense submitted for your approval, you may adjust the amount.

1. Click Reimbursments 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.