How Do I Update an Expense?

There may be circumstances where you need to edit an expense after a transaction occurs. We provide the ability to lock activities from both the mobile and web app environments.

Mobile App

1. Log in to the mobile app on your iPhone or Android device.
2. From the Reports screen press Transactions on the top left.
3. On the Card Transactions screen press on the transaction that you would like to update.
4. Press the Any Changes? button that appears in the center of the window. 
5. On the Edit Transaction screen you can modify any of the following information:
   1. Category
   2. Receipt
   3. Tags
   4. Contacts
   5. Clients
   6. Projects
   7. Expense Details
   8. Cost Center
   9. Activity Assignment (by pressing on the Question Mark (?) on the lower right of the screen.
6. Press Save
7. Your modifications have been saved to the system.

Web Dashboard

1. Log in to the web app from your browser (Chrome is recommended) at https://my.custodia.ai.
2. From the top menu select Activity->Expenses.
3. Mouse over the expense you would like to edit and click on the Edit icon.
4. A new window will pop-up that allows you to edit the following information:
   1. Transaction Category - the category associated with the purchase (required)
   2. Cost Center - the cost center that this transaction should be applied to (required)
   3. Budget - the budget that should be used for this purchase (required)
   4. Class - the class or profit center associated with the transaction (optional)
   5. Activity - the activity that was set up prior to the purchase (required or optional depending on your company's policy)
   6. Line Item - the line item within the activity that the transaction should be associated with (required if there is an activity defined)
   7. Ledger Account - this is the account value utilized in your company's accounting system
5. Make any necessary edits.
6. Click Save.