Deleting an Expense record

Deleting an Expense record

Need to delete an expense? Here's how to remove unneeded expenses from your cash flow.

If an expense has been reconciled and locked, you won't be able to delete it until you reset the reconciliation for that period.

Delete a single Expense
  1. Navigate to your Expenses on the left Sidebar
  2. Find the expense you wish to delete
    1. Use the search to find expenses by supplier or amount
    2. Ensure you're showing expenses for the correct date range
  3. Click the expenses  Icon button 
  4. Choose the Delete option
  5. You're done! Your expense will be removed from your cash flow.
Deleting multiple Expenses at once
  1. Navigate to your Expenses on the left Sidebar
  2. Select each of the expenses you wish to delete [2]
  3. Click the bulk options dropdown [1]
  4. Select Delete
  5. Confirm that you want to Delete
  6. You're done! Your expenses will be removed from your cash flow
 

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