Editing Expense Reports

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When new transactions are added into Tallie, they’re automatically bundled into the “New Expenses” reimbursable report and corporate card reports. There are several aspects of expense reports that you can intuitively manipulate, including editing the report name, combining reports, moving individual expenses to different reports, etc.
 
  • To edit the expense report name, project, class, department, and reasons, simply click on the field to begin editing.
     
  • Within the report, you may click on any field of an expense transaction, such as Merchant Name or Expense Category, to edit the details.
     
  • To move expenses between different reports, simply drag and drop! Click on the expenses you wish to move and drag them into the desired report on the left.
    • Note: If you are using Internet Explorer, the drag and drop feature may not be available. However, you can simply click on the selection(s) that you would like to move and select the desired report using the drop-down menu at the top of the report. Shown below is this process of highlighting some transactions and moving it to another expense report using the drop-down menu.

 
Check out this article to learn how to edit and delete expenses from the Expense Reports screen.