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.

  1. In the Accounts menu, select Expense Claims.
  2. Click on a receipt in the Current Claim tab.
  3. Edit the required fields.
  4. Click Save.

    Image showing the fields you can edit in a receipt that's in an expense claim that hasn't been submitted.

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.