Edit or Delete Expense

Edit or Delete Expense

  • Go to Expenses and open an expense.
  • Click on “Edit” button to edit the details of the expense and Save it.
  • Click on “Delete” button to delete this expense and Yes, delete it! Button.

    • Related Articles

    • Create an Expense

      Go to Expenses, and Click on “+New” button. Enter the Date, Category (if not available click “+Add New” and save). Select the client (if this expense is relevant to any client). Enter amount and select the payment mode. Type Notes (required narration ...

    • Add or Edit Expenses Categories

      Add Expenses Categories Go to Settings, and Open “Expense Categories”. Click on “+New” button and enter a Category Name. Click the Save button. Edit Expenses Categories To edit this category, click Edit (✎) button next to the category name. Click the ...

    • Consolidated Billing or Billing Profile (Bill To)

      Consolidated Billing using Billing Profile (Bill To) You can create one invoice for multiple clients at once by linking them to a Billing Profile (Bill To). When multiple clients are linked to the same Billing Profile (Bill To), all their tasks, ...

    • Billing History

      Go to Settings, and Open “My Account”. Click the ‘Billing History’ tab to check all your payments.

    • Client Service-wise User & Billing Settings for Auto Tasks and Auto Invoicing

      This feature allows you to configure Billing Entity and Assigned Users for each client's service. These settings are used for automatic task generation and automatic invoice generation. You can configure the Billing Entity in two ways: 1. Client → ...