As an approver, you can edit expense details—like purpose or cost center—of an expense from an employee or project you’re assigned as an approver to. This is useful when a spender has entered incorrect expense details.
You can edit expenses directly from the Your team’s expenses page or while reviewing an expense report in the View report page.
Note: Only submitted and approved expenses can be edited.
Edit expenses from your team’s expense list
Select the Expenses tab in the left side panel. Then, select the Your team’s expenses page from the drop-down.
On the Your team’s expenses page, 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.
The changes will be saved in the expense.
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 Your team’s 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 the expense details, then select the Save button to save your changes.
The changes will be saved in the expense and report.
If you need further assistance with editing expenses, contact our support team at support@capitalone-fylehq.com.