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Adjust a Posted Transaction in the Expense App (For Users)

If you've recorded a transaction and notice that something needs to be corrected before submitting your report, you can easily adjust the booking directly in the Expense app. Whether you need to change the account, update VAT information, or correct a representation entry, Expense allows you to make changes before the report enters the approval process. This guide explains how to review, adjust, and rebook a transaction in the Expense ap

 Review and Adjust a Transaction

Open the Expense App

  1. Open the Expense App
  2. Navigate to:

To Report

✅ Here you can view all draft and ongoing reports.

Open the Report

  1. Select the report you want to edit.
  2. Open the report to view its contents.

✅ You'll see all transactions included in the report.

Open the Transaction

  1. Tap the transaction you want to adjust.
  2. Review the accounting and transaction details.

To return to the report overview:

  • Tap the X icon at the top of the screen.

✅ You can review and edit transactions as needed before submission.

Delete and Rebook a Transaction

Remove the Existing Booking

If the transaction has been booked incorrectly:

  1. Open the transaction.
  2. Tap the Three Dots (•••) menu.
  3. Select:

Delete Booking

✅ The existing accounting is removed.

Rebook the Transaction

  1. Select the correct expense account.
  2. Alternatively, use the quick selections under:

Purchases

  1. Review the VAT information.
  2. Update the VAT rate if necessary.
  3. Click Save.

✅ The transaction is now booked correctly.

Adjust Representation Expenses

Update Representation Information

If the transaction relates to representation:

  1. Select the appropriate representation template.
  2. Complete the required fields:
  • 👥 Number of Participants
  • 🧑 Participant Names
  • 🎯 Purpose of the Representation
  • 🏢 Company Name (for External Representation)

✅ The representation transaction is fully documented and ready for approval.

Submit the Report

Final Review

Before submitting:

  • ✅ Verify receipts are attached
  • ✅ Review accounting details
  • ✅ Confirm VAT information
  • ✅ Check comments and representation information

Submit

  1. Tap Submit

✅ The report is sent to the approval workflow.

Troubleshooting App Issues

Clear the App Cache

If you experience:

  • Error messages
  • Slow performance
  • App crashes
  1. Open the app settings.
  2. Select:

Clear Cache

✅ This often resolves temporary app issues.

Update the App

Make sure you're using the latest version of Expense:

  • 🍎 App Store (iPhone)
  • 🤖 Google Play Store (Android)

✅ Updates include bug fixes, performance improvements, and new features.

Contact Support

If problems continue:

  • Contact your company's Expense administrator, or
  • Reach out to the Expense Support team

✅ Support can help resolve account-specific or technical issues.

💡 Best Practice Tips

  • ✅ Review transactions before submitting reports.
  • 📊 Verify VAT rates before saving.
  • 📝 Add clear comments for unusual purchases.
  • 🍽️ Complete all required representation information.
  • 📎 Ensure receipts are attached before submission.
  • 📱 Keep the Expense app updated.

Frequently Asked Questions (FAQ)

Can I edit a transaction after it has been booked?

Yes. Before submitting the report, you can delete the booking and rebook the transaction.

Will deleting a booking remove the receipt?

No. Only the accounting information is removed. The receipt remains attached to the transaction.

Can I change the VAT rate?

Yes. VAT information can be updated during the rebooking process.

What happens if I submit the report before correcting the transaction?

You may need assistance from an approver or administrator to make adjustments after submission.

How do I correct a representation expense?

Delete the existing booking, select the correct representation template, and re-enter the participant and purpose information.

Summary

  • 📱 Open To Report and select the report you want to edit
  • ✅ Review and adjust transaction details before submission
  • 🗑️ Use Delete Booking to remove incorrect accounting
  • 📊 Rebook the transaction with the correct account and VAT information
  • 🍽️ Update representation details when required
  • 📤 Submit the report once all changes are complete
  • 🚀 Ensure accurate expense reporting before approval and export