As an admin, you can edit expense details—like purpose or cost center—of an expense in a spender’s submitted expense report. This is useful when a spender has entered incorrect expense details. You can edit an employee’s expenses in the business expense list or in the report details.
Edit expenses from the expense list
To edit an expense from the business expense list, select the Expenses tab in the left side panel then the All business expenses page in the drop-down.
Select the expense you’d like to edit. In the View expense pop-up, select the Edit button.
Edit any expense details, then select the Save button to save your changes.
View the activity for an expense within the History tab.
Edit expenses from the report details
To edit an expense from the expense report details, select the Expense reports tab in the left side panel then the All business reports page in the drop-down. Select the report with the expense you’d like to edit.
Once you’re on the View report page, select the 3-dots icon on the right side of the row corresponding to the expense you’d like to edit. Select the Edit button within the drop-down.
In the Edit expense pop-up, edit any expense details, then select the Save button to save your changes.
Note: Draft or closed expenses can’t be edited.
If you need further assistance with editing business expense details, contact our support team at support@capitalone-fylehq.com.