Expenses: Add/Edit/Delete Expenses

How to Add an Expense

Method 1 – Using the Pop-Up

1. Go to the Event Details Page.

2. Select the Expenses tab.

   

3. Click the green Add Expense button.

   

4. In the pop-up, enter:

   • Vendor Name

   • Amount of Expense

   • Description

   • Optional: Accounting Code (must be created in the Accounting tab first)

   • Payment Type and Payment Term

   • Optional: Upload files or add notes

     

5. Click the green Add Expense button to complete.

6. The new expense will appear in the Expenses table with a status (see list of possible statuses below).

Method 2 – Directly in the Table

1. At the bottom of the Expenses page, click Add Expense or use keyboard shortcut Shift + Enter.

   

2. A blank row will appear in the table.

3. Enter the expense details directly in the row.

4. Click the ✔ to save or ✖ to discard.

How to Edit an Expense

1. On the Expenses page, locate the entry.

2. Click the three-dot menu next to the expense date or double click on the row you want to edit.

   

3. Update any fields as needed.

4. Click Edit Expense to save changes in the pop-up or the ✔ to save or ✖ to discard on the right-hand side of the row.

How to Delete or Print an Expense

1. On the Expenses page, click the three-dot menu next to the entry.

   

2. Select one of the following actions:

   • Print – Generate a printable version of the expense entry.

   • Delete – Permanently remove the entry. (Note: Posted or Voided expenses cannot be deleted.)

Expense Statuses

• Pending – Waiting for Accounting review.

• Approved – Expense reviewed and accepted.

• Declined – Expense rejected by Accounting.

• Posted – Expense approved and recorded in financials.

• Voided – Expense canceled after being recorded.