Editing Expenses

When a non-Yordex card expense is 'Awaiting Approval' the cost allocations, tax and receipt can all be edited by the submitter or one of the approvers.

 

To edit the taxes:

  • Open the expense
  • Select 'Edit' next to the taxes field
  • Enter the total tax amount and select 'Save'

To edit the cost allocations:

  • Open the expense
  • Select 'Edit' next to the cost allocations field
  • Select the new cost allocations a and click 'OK'

To edit the receipt:

  • Open the expense
  • Click the red X next to the receipt field
  • Select '+Add receipt', upload the new receipt and click 'OK'