Sometimes you may need to correct an amount, change a vendor name, change the payment method, or update the category (COA) tied to an expense. With inline editing, you can easily make changes right from the Expenses Table without navigating away.
Steps to Edit an Expense Record:
Open the Expenses Table
Navigate to the Expenses tab from your Data Table section.Locate the Expense Entry
Find the row containing the expense you want to edit.Click the Field to Edit
Click directly on the field, for example:Vendor
Description
Amount
Category (linked to COA)
Date
Use the Paid Through field to specify how the expense was paid. Select from your existing cash or bank accounts to accurately reflect your payment method.
Make your changes
Enter the new value, then press Enter or click outside the field to save. Your updates will reflect instantly in the table and any related reports.