Edit an expense or mileage

How to edit an expense or mileage claim that's been incorrectly entered into FreeAgent.

Find the entry

If your business is a sole trade with no staff, click on the Expenses menu.

expenses_menu

If your business has staff, or is a partnership or limited company, choose Expenses from the My Money menu.

my_money_expenses

Make sure you have the right user selected, the person who incurred the expenses or made the journey that's been incorrectly entered into FreeAgent.

choose_user

Filter the view if this will help you find the incorrect expense.

dates_menu

Once you've found it, click on it to edit it.

click_expense

This will open that expense or mileage claim.

It won't let me edit it.

If this expense or mileage claim has already been rebilled to a project and invoiced for, or has already been paid back, the fields which you can edit will be limited, and you won't be able to delete it without removing it from the invoice, or removing the payment.

If neither of these factors apply, you can change or delete the expense freely.

Once you're happy with it, click Save Changes, or click Cancel to exit this screen without saving the changes.

save_changes

That's all there is to it.

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