Editing expense entries in OFX helps you keep your financial records accurate and up to date. You can only edit 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 edit 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 edited.

Next Steps:

To edit 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 edit or delete.

   • Use filters or search to find the specific expense.

4. Check the status of the expense:

   • Only expenses in Draft, Pending, Needs Approval, and Failed status can be edited.

   • 

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

5. Edit an expense entry:
   a. Click on the expense entry to open its details.

   

   
   b. Make the necessary changes to the fields (such as amount, category, or attachments).

   

   
   c. Click on Save changes to save your changes.

6. Confirmation:

   • After editing, your changes will be saved and reflected in the Expenses list.

Why is this important:

Being able to edit 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

• How do I delete an expense entry?