Find and Edit or Delete an Expense Entry

Find an Expense Entry

1. From the sidebar navigation, clickBusiness Tools, then Expenses.
2. To locate entries previously added, from the toolbar, click then select Filter.
3. From the Date Range drop-down, select Custom to enter a specific date range (or choose from one of the quick pick options). Use the other filter options to filter based on the Payee, Amount, Check #, Category, and Exclude Units.

Edit an Expense Entry

1. After locating the entry, double-click to open the expense (or select the checkbox next to the entry and from the toolbar click).
2. Make any necessary changes, then click  SAVE.

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Delete an Expense Entry

1. After locating the entry, select the checkbox next to the entry to be deleted, then from the Expenses toolbar click .
2. Click YES to confirm the deletion.

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Additional Information:

• Expenses Overview