Deleting expense entries in OFX helps you keep your financial records accurate and up to date. You can only delete expenses that are in certain statuses (such as Draft). Once an expense has been submitted or approved, you may need to return it to Draft status before making changes.

Prerequisites:
Before you can delete an expense entry, ensure the following:

• You have permission to access and manage expenses in your OFX account.

• The expense entry is in Draft status. Expenses that have already been submitted or approved must be returned to Draft before they can be deleted.

Next Steps:

To delete an expense entry, follow these steps:

1. Log into your OFX account.

2. Navigate to the Expenses tab in the sidebar menu.

3. Locate the expense entry you wish to delete.

   • Use filters or search to find the specific expense.

4. Check the status of the expense:

   • Only expenses in Draft and Failed status can be deleted.

   • 

   • If the expense is not in Draft, you may need to return it to Draft (if your permissions allow).

5. Delete an expense entry:
   a. Select the expense entry in Draft status.

   

   
   b. Look for the Remove button.

   

   
   c. Confirm the deletion when prompted.

6. Confirmation:

   • After deletion, the expense entry will be permanently removed from your account.

Why is this important:

Being able to delete expense entries ensures your records are accurate and up to date. This helps prevent errors in reporting, supports compliance, and makes it easier to manage your business finances.

Related FAQ Articles:

• How does the Xero Integration work for expenses

• https://ofx.atlassian.net/wiki/spaces/eka/pages/3239444512/How+do+I+edit+an+expense+entry