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Mobile Expenses: Editing and Deleting an Expense

Editing an Expense

After you have created and saved an expense, you can change the expense details and add, remove, or update an image attached to the expense.

Notes:

The expense currency defaults to the currency on the selected project. Bear in mind that if you change the project, the currency may also change.

You can only edit an expense record if you are the resource named on the expense. You cannot edit approved or submitted expenses.

To edit an expense:

  1. On the navigation menu, tap Expenses.
  2. On the Recent list, tap the expense.
  3. Tap Edit.
  4. Make the changes.
  5. Tap Save.

Alternatively, you can edit an expense like this:

  1. On the navigation menu, tap Expenses.
  2. Tap a list view.
  3. Swipe left on the expense and tap Edit (pencil icon).
  4. Make the changes.
  5. Tap Save.
Note:

The assignment-project-editable-after-save configuration option in the Expense configuration groupA collection of configuration options contained in the configuration groups tab that defines behavior of a FinancialForce PSA object or feature. is not considered when determining whether a user can edit an expense on a mobile device.

Deleting an Expense

Provided you have permissions to do so, you can delete a saved expense in the following way:

  1. On the navigation menu, tap Expenses.
  2. On the Recent list, tap the expense.
  3. Tap Delete.

Alternatively, you can delete a saved expense like this:

  1. On the navigation menu, tap Expenses.
  2. Tap a list view.
  3. Swipe left on the expense and tap Delete.
Note:

The allow-deletion-of-submitted-expenses configuration option in the Expense configuration groupA collection of configuration options contained in the configuration groups tab that defines behavior of a FinancialForce PSA object or feature. applies when you try to delete a submitted expense on a mobile device.

Related Concepts

Overview of Mobile Expenses

Expense Reports

Related Tasks

Configuring Mobile Expenses in the Salesforce App

Mobile Expenses: Creating an Expense

Mobile Expenses: Attaching an Image to an Expense

Mobile Expenses: User Frequently Asked Questions

Expense Settings

Setting up Expense Limits and Rates

Reference

Expense Limits and Rates Fields

Expense and Expense Report Fields

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