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How to

Edit or resubmit an expense

A draft or rejected expense is corrected and actually back in the approval queue, not just sitting there looking fixed.

  1. 1

    Open the expense and choose Edit.

    Books · dashboard → expenses → open one → edit

    Edit is only offered while the expense is a draft or has been rejected — not once it's submitted, approved, or paid. Accounting can see the Edit button, but only the person who submitted the expense or an Admin can actually save changes; an Accounting user without the Admin role is refused at save even though the button was there.

  2. 2

    Change the merchant, amount, category, card account, date, reimbursable amount, linked record, or receipt-exception reason, then save.

    Books

    Saving a REJECTED expense resets its status back to draft and starts a new approval cycle — it does NOT resubmit it for you. It just sits as a draft again until you submit it a second time.