Quick Editing Expenses
  • 29 Oct 2024
  • 1 Minute to read
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Quick Editing Expenses

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Article summary

Scanning a receipt

You can edit your expenses while scanning or adding a receipt

Mobile App

You can quickly edit an expense field by tapping it when scanning a receipt or viewing an expense. We've highlighted the fields below in green that are tappable.

Expense_ScanPreview - Copy

If a receipt is scanned successfully, a receipt preview will appear allowing you to quickly save or edit the receipt.

Web App

  1. Open the web app

  2. Click on “Transactions”

  3. Click on “Add transaction”

  4. Upload your receipt (you can also drag and drop the file)

  5. Edit the fields as needed

Viewing an expense

Mobile App

View an expense from the "Transactions" tab by tapping on the expense.
Expense_View - Copy

Web App

  1. Open the web app

  2. Click on “Transactions”

  3. Click on the expense you want view


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