How do I edit or delete an existing expense?

Overview

Mistakes happen in busy retail environments—an incorrect amount might be typed, a wrong payment method selected, or a duplicate bill logged by a cashier. StoreYug allows store owners and authorized managers to easily edit any logged expense or delete voided records.

When to Edit vs. Delete

• Use Edit when:
  • You noticed a typo in the title or description.
  • The final invoiced amount was slightly different from your initial estimate.
  • You need to attach a receipt bill that was received after the expense was recorded.
  • You need to update an incomplete reference number or change the assigned category.
• Use Delete when:
  • A cashier logged the same purchase twice by mistake.
  • A vendor purchase order was cancelled and the payment was fully refunded.
  • A test or dummy transaction was recorded while training staff.

How to Edit an Expense

1. In the Expenses dashboard, locate the record you want to change. You can use the search bar or category filters to find it quickly.
2. Click the Edit button (pen icon in the desktop table actions column, or the Edit button on the mobile card).
3. The Edit Expense modal will pop up with all current values pre-filled.
4. Update the desired fields (title, amount, expense date, category, payment method, reference, or description).
5. Manage the Receipt Attachment (if needed):
   • To keep the existing document, leave the file field empty.
   • To replace the receipt with an updated file, select a new image or PDF document.
   • To remove the receipt entirely, check the Clear current receipt box.
6. Click Update Expense to save your changes.

How to Delete an Expense

1. Locate the expense you wish to remove from your list.
2. Click the Delete button (trash icon in the desktop table actions column, or the red Delete button on the mobile card).
3. A browser confirmation prompt will ask: "Are you sure you want to delete '[expense title]'?"
4. Confirm the prompt.
5. The record will be immediately removed from your active ledger, and your summary totals will update automatically.