If you’ve entered an expense by mistake or need to clear out old or duplicate records, you can easily delete them from your Expenses Table. Use the Row Action menu to remove single or multiple expenses quickly and efficiently.
Delete a Single Expense:
Navigate to the Data Table section in the sidebar and open the Expenses Table.
Select the checkbox next to the expense you’d like to remove.
Once the expense is selected, click the Row Action dropdown at the top.
Choose Delete from the dropdown. The selected expense will be permanently removed from your table.
Bulk Delete Multiple Expenses:
Select the checkboxes beside each expense you want to delete.
Click the Row Action dropdown that appears once multiple rows are selected.
Select Delete from the menu. All selected expenses will be removed from your table.
Important Notes:
Deleted expenses cannot be recovered. Make sure you’re removing the correct entries.
If an expense has attachments, double-check the impact of deleting before proceeding.