You can now review and update the expense details of your employees' expenses directly from the list view, without opening each expense individually. This helps you make quick corrections and saves time when working with multiple expenses.
Where is this available?
This feature is available for admins and approvers, and can be used on both the Business Expenses page and the expense list within reports.
For admins, on the Business expenses page, expenses across all states can be updated directly from the list view. For expenses within a report, updates can be made when the report is in the Submitted, Approved, Processing, or Closed state.
It is also available for expense reports on the Team Reports page, where approvers can update expense details directly while reviewing reports.
How does it work?
Go to the Business Expenses page or open an expense report
Find the expense you want to update
Click on an editable field
Update the value
Save the changes from the row
Tip: Editable fields highlight when you hover over them.
This allows you to quickly fix discrepancies while reviewing expenses, especially when dealing with multiple expenses at once.
Which fields can you edit?
You can edit all default expense fields, such as Category, Project, Cost center, Amount, Spend date, Merchant, Purpose, and the Billable status of each expense.
Customize columns for easier editing
To edit a value from the list view, the column must be visible.
Use Manage columns to:
Show editable fields
Reorder columns for easier editing
This helps you keep frequently edited fields like Category, Project, or Merchant within view while reviewing expenses.
