If you ever need to update the cost type or payment accounts associated with expenses you can do this with just a few simple clicks. This allows you to streamline any adjustments or errors that may have been entered.
To edit the cost type or payment accounts associated with your expense(s) simply navigate to the Billing > Expense page. Then select the expense(s) that need to be adjusted using the checkboxes on the left hand side.
Once the expense(s) have been selected, click on the Actions button in the upper right corner and choose the option for Edit Cost Type / Payment Account.
Once this bulk action has been selected you will be prompted to select the cost type associated with the expense(s):
If Hard Cost is chosen you will then be prompted to select if the expense(s) have been paid or not and if paid to select the appropriate bank account they were paid with. Finally select Confirm to complete this action.
If Soft Cost is selected, no payment account information is necessary. Simply click Confirm to complete this action.
Once confirmed, the selected expense(s) will be automatically updated with the new chosen details!