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Adjust an accounted transaction in the Expense app

Did you choose the wrong account or VAT, or miss representation details? Delete the accounting and account for the transaction again before you submit the expense report.

✏️ When do you need to adjust?

  • 📊 The wrong account was chosen
  • 💰 The VAT needs to be corrected
  • 🍽️ The representation is missing details

👉 Applies to: transactions in an expense report that you haven't submitted yet or that has been denied.

🔍 Step 1 – Open the transaction

  1. Open the Expense app. Under To Do, choose To account.
  2. Choose the expense report.
  3. Tap the transaction you want to adjust and check the account, VAT, receipt and comment.

💡 Tap X at the top to go back to the overview.

🗑️ Step 2 – Delete the accounting

  • Android: press and hold the purchase, then tap Delete.
  • iPhone: tap the three dots (•••) in the transaction, then Delete.

⚠️ The receipt and the comment stay, but the accounting is deleted. If it is representation, you need to fill in the participants' names, purpose and external company name again.

📊 Step 3 – Account for it again

  1. Tap Categorize.
  2. Choose the right account, or use the Quick select options under Purchases.
  3. Check the VAT amount and VAT rate.
  4. If it is representation, fill in the participants' names, purpose and external company name again.
  5. Tap Save.

✅ The accounting is updated.

👉 Read more in Register representation.

📤 Step 4 – Submit the expense report

Check the expense report one last time and tap Submit.

✅ The expense report is sent on for approval.

❓ Frequently asked questions (FAQ)

Can I change an accounted transaction?
Yes, as long as the expense report hasn't been submitted, or if it has been denied.

Do I have to delete the accounting first?
Yes, to change the account, VAT or representation, you delete the accounting and account for it again.

Does the receipt disappear if I delete the accounting?
No, the receipt and the comment stay. Only the accounting is deleted. If it is representation, you need to fill in the participants' names, purpose and external company name again.

The app acts up when I try to make changes. What do I do?
Update the app in the App Store or Google Play. If that doesn't help, clear the app's cache in your phone's settings.

✅ Summary

  • 🔍 Open the transaction under To Do > To account
  • 🗑️ Delete the accounting (Android: press and hold, iPhone: the three dots)
  • 📊 Account for it again with the right account and VAT
  • 📤 Submit the expense report

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