Editing Expense entries
Editing Monthly Expense entries is quick and easy just like editing a settlement. Start by going to the expense section by click on 'Expenses' on the left-hand side of the page. Click on the month you need to edit under 'Open an Existing Month'. This will re-open that month so that you can make any changes that you need. Once you're finished making your changes, click on the green 'Save Month' button.
If you need to change the mileage, Per Diem, or personal vehicle miles for that month, click on the 'Change' link at the top of the page on the line that shows the mileage, Per Diem, and personal vehicle mileage totals. This will take you back to the screen where you can edit those numbers. Once you're done, click on the green 'Next' button and then click on the green 'Save Month' button on the next screen.
If you chose the wrong date or are in the wrong year, re-open the month under 'Open an Existing Month' and click on the 'Change' link on the line that shows the month and the year. The month and the year will now become drop-down menus where you can select the correct date.
If you need to delete that month entry, re-open the month under 'Open an Existing Month' and click on the red 'X' at the top right-hand side of the page. A screen will pop up asking if you're sure you want to delete, or if you clicked it on accident you can select the 'Never mind' button.
Always remember to click on the green 'Save Month' button before exiting the entry page. If you leave the page without saving, it will not record the changes you made.