How do I correct an expense after it’s been saved?

If you notice an error in a saved expense, you can easily edit and update the details in AI Expense.

Steps to Correct an Expense

1. Open AI Expense.
2. Locate the receipt linked to the expense you want to correct.
3. Click Review and Save.
4. Edit the details as needed (e.g., vendor, category, amount, or date).
5. Click Save to apply the changes.

⚠️ Important:

• If the receipt has already been saved as an expense, you must re-save it after making edits.
• Be sure to delete the incorrect expense in the Expenses module to avoid duplicates.

💡 Tip: Regularly reviewing and correcting expenses keeps your reports accurate and prevents reconciliation issues later.