Edit a receipt in an expense claim that hasn't been submitted
If you haven't yet submitted an expense claim for approval, you can edit any the receipts in the claim.
- In the Accounts menu, select Expense Claims.
- Click on a receipt in the Current Claim tab.
- Edit the required fields.
If the claim has been submitted and is awaiting authorisation, only select users with the Adviser, Standard, Invoice Only + Approve and Pay, or Invoice Only + Purchases user role can edit a receipt in a claim.