Can I edit / delete a purchase that has been submitted?
A purchase entered into ExpensePlus can be edited or deleted by the user who submitted it until its receipt has been checked.
For purchases that don't require a receipt, these can be edited or deleted until the purchase has been approved.
Note: Users with the role of 'Finance Team' can still edit/delete purchases after this, although they:
- can't change the payee/supplier name if the purchase has been marked as paid (the purchase first needs to be unmatched, and unmarked as paid to do this);
- can't change the amount or delete a purchase if it has been matched (the purchase first needs to be unmatched).
In this article:
Checking the status of a purchase
You can check the status of the purchase by hovering over the symbols in the right-hand column of the table at the bottom of the Purchases screen.
Editing a purchase
On the Purchases screen, to edit a purchase, click anywhere on the row of that purchase to view it.
You can then date all elements of the purchase, including supplier, payee, date, expenditure category, and amount.
Note: The purchase type cannot be changed. So if you have entered a purchase as an Expense Claim and it should have been entered as a Business Card Purchase, you will need to delete it, and then re-enter it using the correct purchase option.
Adding a receipt
To upload a receipt, either:
- click on the purchase to edit it then scroll to the receipt section at the bottom and click the button which says 'Click to Take Picture / Upload File'. OR
- on the purchases screen, click the upload receipt button to the right of the purchase.
You can replace a receipt from within the edit purchase screen. However, only users with the role of Finance Team will be able to do so if the receipt has already been checked.
Note: it is not possible to email in a substitute receipt. Our system will reject it to ensure that receipts cannot be maliciously replaced.
Deleting a purchase
To delete an expense, either:
- Click the 'delete' button (dustbin symbol) to the right of the expense on the purchases screen:
- OR within the purchase details screen, click the delete icon in the bottom left.
If these buttons are greyed out, hover over them to find out why the purchase can't be deleted.
Why can't I delete my purchase?
If you are not a Finance Team user, you can only delete your purchase up until the point of receipt check.
Finance Team users can delete some purchases, but not those which have been bank matched to a payment.
To help you better understand the Purchases module, please visit the module overview page here.