# How do I edit or delete an expense in Rekaz?

Source: https://help.rekaz.io/en/articles/16425250-how-do-i-edit-or-delete-an-expense-in-rekaz
Updated: 2026-08-19

The current Rekaz Expense list opens an expense editor from the record's Reference Number. The editor allows changes to Expense Type, Due Date, Amount, Notes, and Attachment.

  

A Delete control or delete-confirmation dialog is not shown in the current authenticated expense workflow. Do not follow older instructions that claim an expense can be deleted from Actions unless that control appears in your account.

  

# Steps

1.  Select Expenses in the Rekaz sidebar.
    
    _The Expense page opens._
    
2.  Locate the correct record and verify its Reference Number, Due Date, Expense Type, Amount, Status, and Notes.
    
    _The intended expense is identified before editing._
    
3.  Select the expense Reference Number.
    
    _The Edit expense page opens for that record._
    
4.  Update Expense Type, Due Date, or Amount as needed.
    
    _The expense's required fields show the revised values._
    
5.  Update Notes or Attachment when supporting details have changed.
    
    _The additional expense information is ready to save._
    
6.  Select Draft to keep the record drafted, or Submit to save it as submitted.
    
    _The edited expense is saved with the selected status._
    

  

# Illustrated guide

**Step 1:** Open Expenses from the Rekaz sidebar.

  

[![Open Expenses from the Rekaz sidebar.](https://rekaz-794204f202e4.intercom-attachments-1.com/i/o/aahcqj2g/2618707308/eed90213e2b6f0a3fb68f26b90b8/imuyx1.png?expires=1787961600&signature=a9a58d9feab9856a10e905bfffbdcd1a81fac02c019d31faa66b42ec2f1cffe6&req=diYmHs5%2BmoJfUfMW3nq%2BgXU129wfIn%2BuJVBASU7Cv%2Bh2JW5S6EZWaW6zTaD7%0Ar8uQXtSw2QWYGbigu5vhkTO5EnU%3D%0A)](https://files.catbox.moe/imuyx1.png)

  

**Step 2:** Verify the expense record before opening it.

  

[![Verify the expense record before opening it. in Rekaz](https://rekaz-794204f202e4.intercom-attachments-1.com/i/o/aahcqj2g/2618839928/99dec54768916d751060ca541224/b2t38r.png?expires=1787961600&signature=5d2a016624bb7876298c5b135ebb2a039bcb8136a502eb7ee1c461fbb0ff6054&req=diYmHsF9lIhdUfMW3nq%2BgSvG3nqUORJOejdXgB4rzmJox79AIjiN40HQKw6V%0AtkPq25jUmgi57xqXjH%2FuvYh6fK4%3D%0A)](https://files.catbox.moe/b2t38r.png)

  

**Step 3:** Open the expense from its Reference Number.

  

[![Open the expense from its Reference Number. in Rekaz](https://rekaz-794204f202e4.intercom-attachments-1.com/i/o/aahcqj2g/2618839968/3968811711ea3361bb434cbb228a/b2t38r.png?expires=1787961600&signature=0687e8493716a8e94e2cd34049ab5dddc013f6807531c547396f6d36aab24aee&req=diYmHsF9lIhZUfMW3nq%2BgdRjA%2B%2Fl2oc1v0W5Wt%2BAcTI7IUWudpPehJN%2FdmQq%0AXa62T9C9A6deKSv96O7I3YeeK6w%3D%0A)](https://files.catbox.moe/b2t38r.png)

  

**Step 4:** Edit the required expense details.

  

[![Edit the required expense details. in Rekaz](https://rekaz-794204f202e4.intercom-attachments-1.com/i/o/aahcqj2g/2618707373/40515291d6bedf958d6c93e30ad5/b260q1.png?expires=1787961600&signature=be00ce3859b3632e616bcbaf2ba8e55f6db8a960b86ac6117a7d0de47c5e2be8&req=diYmHs5%2BmoJYWvMW3nq%2BgXqoXnNFDbIO5wGhZ5snpSEYNDTzapuNIlb%2BtBEG%0AwywwLsLeBTdJXJ34h4KnSsiGFt0%3D%0A)](https://files.catbox.moe/b260q1.png)

  

**Step 5:** Update the expense Notes or Attachment.

  

[![Update the expense Notes or Attachment. in Rekaz](https://rekaz-794204f202e4.intercom-attachments-1.com/i/o/aahcqj2g/2618707424/dba2e6cd7844e451ea7e3c9e886a/cyufht.png?expires=1787961600&signature=52389a281b0cb82656dd4404e78f9e1b06c0a3b061b83c57535109ea9d5d8487&req=diYmHs5%2BmoVdXfMW3nq%2BgbcavJBg%2FeoRoxgaS2tRYtfzMxjjGIEYYxS4d9LB%0Ae91%2FoLK%2B4MsK5lZe8cwMycRHRkE%3D%0A)](https://files.catbox.moe/cyufht.png)

  

**Step 6:** Save the edited expense as Draft or Submitted.

  

[![Save the edited expense as Draft or Submitted. in Rekaz](https://rekaz-794204f202e4.intercom-attachments-1.com/i/o/aahcqj2g/2618707468/7269a047c3a3d852a985db74a176/gv0im4.png?expires=1787961600&signature=ba531b39d9404a70a5e5e80257e8a595c78aff9eb9b05a46691c30357fd89291&req=diYmHs5%2BmoVZUfMW3nq%2BgVwYHen4g1P19gyUSQL1qs0%2F3uOVRemAvktq5ly6%0ASPdA94lcuinFgxCvmQOwxzkG5LU%3D%0A)](https://files.catbox.moe/gv0im4.png)

  

# Important notes

  

Edit is available only when the record shows the Edit option.

  

Before saving changes or completing a deletion, verify the expense name, status, amount, and date.

  

Do not delete a record until you have read the confirmation message and confirmed that it is the correct expense.

  

# Related questions

-   Where can I find the option to edit or delete an expense in Rekaz?
    
-   What should I check before deleting an expense in Rekaz?
    
-   Why is the Edit option not available for an expense in Rekaz?