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Edit an ExpenseIn Card expense

Learn how to edit ExpenseIn Card expenses in the Draft section of your My Expenses area using the web portal.

J
Written by Jack
Updated this week

To edit a draft ExpenseIn Card expense, follow the steps below:

Note:

  • You can only edit ExpenseIn Card expenses within the Draft section of your account. If you spot a mistake once submitted, you may want to recall the expense.

  • You're unable to update the Date or Amount of an ExpenseIn Card expense.

1. Go to My Expenses > Draft (under the Expenses heading).

2. Locate the expense and click on it to check its details. You can use the Filter options available to help locate the expense.

3. Click the Edit icon next to the expense you'd like to edit, or click the three dots icon and select Edit from the drop-down.

4. Make the desired changes to your expense.

5. Click Update to save your changes.

Note: You're unable to submit an ExpenseIn Card expense until the card icon has turned green. If the card icon is yellow, the transaction is still pending.

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