Edit, delete or add a receipt to an expense
Correct an expense, attach a photo of its receipt, or delete it, with an undo straight after.
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You can change an expense after you've recorded it, attach a photo of the receipt, or delete it. Changes are kept in the project's history.
Edit an expense#
- On the Expenses tab, find the expense.
- Select the edit button beside it.
- Change what you need.
- Select Save changes.
An expense's currency can't be changed after it's saved. To change it, delete the expense and add it again.
Attach a receipt#
- Open the expense for editing as above.
- Under Receipt, drag a photo in, or select Choose a photo or Take a photo.
Once it's uploaded, the expense shows View receipt. To take it off, select Remove receipt in the same place.
Receipts go through the same processing as other photos, so location and camera details are removed. They count towards your photo storage but don't appear in the Photos tab. See Photos.
Delete an expense#
- Select the delete button beside the expense.
- Select Delete expense to confirm.
It comes out of the project's spending and budgets. Select Undo in the message that appears if you change your mind.
Who can change expenses#
Anyone who can add expenses to a task can edit and delete the expenses on it.
À lire aussi
- Record an expenseAdd money you've spent to the project, with its date, vendor, category, room and task, so it counts against your budgets.
- PhotosAdd photos to tasks, tag them Before, Progress or After, link an After to its Before, and see how location data is removed.
- Set budgets for the project, rooms and tasksSet a budget for the whole project, then for each room and task, and see a warning if they add up to more than the budget above.
- Spend in another currencyRecord expenses and budgets in a currency other than the project's, with the exchange rate saved so totals never drift.
- Set budget alertsGet told when spending reaches a share of any budget, and see which budgets need watching on the dashboard.
- Read the Reports tabSee total spend, budget used, spending over time with a forecast, and spend by category and room.