In the Payhawk mobile app, you can edit or altogether delete your existing expenses before your expense requests have been approved.
Specifics
Paid and reviewed expenses cannot be deleted either by employees or by Payhawk accountants or administrators.
Pending approval, approved, and rejected expenses can be edited or deleted only by Payhawk administrators.
Editing and deleting unsubmitted expenses
To edit an expense in the Payhawk mobile app that you created but haven't yet submitted:
In the mobile Payhawk app, go to Expenses and tap the expense you want to edit.
On the next screen, tap any of the details. Update them and tap Save.
Alternatively, to delete the expense, select it, tap its three-dot menu, and choose the Delete expense option from the list. Next, select Delete expense to confirm your choice.
Editing submitted or approved expenses
When submitting expenses, that is, when requesting them to be approved, reviewed, and paid, you may have included the wrong data or missed adding an optional detail, for example.
In such cases, you can edit expenses you have already submitted or that have already been approved without having to wait for the approver to explicitly return them to you.
The return for editing action of the expense will be added to its audit log and can be viewed from the View history option in the Payhawk web portal.
To update your submitted expense:
In the mobile Payhawk app, go to Expenses > All.
Select the desired expense and tap Edit.
If your submitted expense has already been approved by some or all approvers, a confirmation dialog will open - tap Edit expense. Update the necessary details and tap Submit.
If your submitted expense hasn't been approved yet, after tapping Edit, update the necessary data, and tap Submit.
Editing and re-submitting, or deleting returned expenses
Your approver may have returned an expense request for you to update. Once the expense is returned:
Payhawk will notify you in the app and by email.
You can view the reason for returning the request under the Activity tab of the expense.
To edit and submit your returned expenses, or altogether delete them, follow the same steps described in the current article.