Keeping track of your expenses is important, but manually updating each one can be tedious. With Fyle, you can edit multiple expenses at once*, making it easier to update details like categories, merchants, cost centers and more in just a few clicks.
Why you might need to edit multiple expenses
There are plenty of reasons you might need to update multiple expenses at the same time:
You accidentally assigned the wrong category to several expenses.
Multiple transactions from the same vendor need to be linked to a specific cost center.
You want to make sure all your expenses follow a consistent format before submitting them.
Fixing errors or adding missing details to a batch of expenses.
How to edit multiple expenses:
Go to My expenses
Open the My expenses section.
Select the Unreported expenses tab. You can only bulk edit expenses in incomplete and complete states.
Select the expenses you want to edit
Click the checkboxes next to each expense you want to modify, or
Select all, if applicable.
Click 'Edit'
After selecting your expenses, an Edit expenses button will appear.
Click it to open the editing dialog.
Make your changes
Update any of the fields as needed**
All selected expenses will be updated with the changes you make here.
Review and save
Double-check your changes to make sure everything looks right.
Click Save to confirm your updates.
The modified expenses will be updated instantly.
If any of your edited expenses are in incomplete state, you will be notified. You can make necessary changes to complete those expenses while reviewing them.
* This action is only available on the web application.
** Some fields cannot be edited in bulk. These fields include - Amount, Date, Payment Mode, Taxes, Tax Group etc.
Note: Editing multiple expenses is only available on Fyle webapp.
Things to keep in mind
Editing multiple expenses at once is a permanent action, so double-check before saving.
You can only edit expenses that are unreported.
If an expense has already been submitted for approval, it cannot be modified in bulk.
Attached receipts will remain unchanged unless you manually update them.
Editing multiple expenses in Fyle saves time and keeps your records organized. Whether you're fixing mistakes, categorizing expenses, or coding expenses, this feature makes managing your expenses a lot easier.
If you run into any issues or have questions, feel free to reach out on [email protected]