Through the Expenses list, you can manage the expenses you previously added and make any necessary changes. In this article, we’ll explain all the available options.
Edit an Expense
Go to Accounting > Expenses.
Click Expenses at the top of the screen.
Search for the expense by number, name, or amount.
Click the expense number to view details.
Edit the required fields.
Click Complete to save your changes.
ℹ️ Note: You cannot edit an expense if the fiscal period is closed. Reopen the period to make changes, then close it again.
Delete an Expense
Go to Accounting > Expenses.
Click Expenses at the top of the screen.
Search for the expense by number, name, or amount.
Click the 🗑️ icon.
Click Delete to confirm.
Export Expenses to Excel
Go to Accounting > Expenses.
Click Expenses at the top of the screen.
Click Export.
The file will be downloaded directly to your device.
ℹ️ Note: You can use filters to export data for a specific branch or selected columns.
FAQs
1. Do edits to an expense reflect in the VAT return and journal entries?
Yes, when you edit an expense, the changes are reflected in both the VAT return and the journal entries.
2. If I delete an expense, is it removed from the VAT return?
Yes, when you delete an expense, all related data is removed from the VAT return.
3. Does the system create a journal entry when deleting an expense?
Yes, a journal entry titled “Expense Deleted” is automatically created in the Journal Entries.
4. Can I restore a deleted expense?
No, deleted expenses cannot be restored. You must re-add them.
5. If I delete an expense with a past date, which date will be reflected in the journal entry?
The journal entry will reflect the original expense date, not the deletion date.
6. Can I export expenses for only one branch?
Yes, use the Filter by Location option, then click Export.
7. Can I customize the columns in the Expenses list?
Yes, in the Customize column settings, check ✔ the fields you want to display.
8. Is there a dedicated report for expenses?
Yes, Rewaa provides the Top Expenses by Category Report, available once the Accounting app is installed: Reports > Finance > Expense Categories Report.
9. Can I change an expense to non-taxable?
Yes, open the expense details, uncheck ✔ This amount is subject to tax, then click Complete.
10. Why are fields locked when editing an expense?
Because the fiscal period is closed. Reopen the period to edit, then close it again afterward.