As an admin or finance user on Fyle, sometimes you might need to edit an expense which has already been processed or closed.
For example, if you're using any of Fyle's accounting integrations, you might realise that you are unable to export a Closed expense into your accounting tool because the expense contains incorrect details. At this point, you can edit the expense details and export it successfully to your accounting tool. Or you might just be closing your books and realise there's a mistake in the details for an expense that has already been closed. No need to worry, as you can still edit the expense details.
Limitations while editing a Processing/Closed expense
However, there are some limitations while editing a Processing/Closed expense.
If you edit an expense in processing/closed state, it will not be checked against policy violations again.
While editing an expense in Processing/Closed state, Fyle does not allow some fields to be edited. Since the expense is already being/has been processed, the following fields cannot be edited, to prevent any reconciliation errors in your books: Currency, Amount, Tax, Payment Mode and Date of Spend.
If you edit an expense in processing/closed state which has already been exported to accounting integration successfully, it will not be re-exported to accounting integration after you have updated the expense. In case the expense failed to export earlier, it will be re-exported to accounting integration.
Mileage and per diem expenses cannot be edited in processing/closed state. All other expenses can be edited.
Steps to edit a Processing/Closed expense
To edit an expense that is in Processing/Closed state, open the expense from the Company Expenses page.
Click on Edit. Click on Yes, Continue to proceed.
Make the required changes to the expense details. Click on Save. This will successfully update your expense with the new details.
