How to revert to and edit expenses in Jenji
You can edit, delete or restore an expense regardless of the platform. And, thanks to synchronisation, any modification made on the web application is replicated on your mobile, and vice versa.
Manage your expenses on the web application
Edit expenses on the web application
In the Solo plan, it is possible to edit the information of an expense or a mileage expense at any time.
For Team and Enterprise plans, you can't change expenses that have been marked as compliant and/or accepted.
To edit your expense information from your app.jenji.io web application:
- Access expenses via the Expenses or My Expenses.
- Click on the title of the expense to edit.
- The expense will be displayed in a dialogue window:
- Click Edit, then edit the desired information.
- Click on Save
Delete expenses on the web application
As with edits, an expense or a mileage expense may be deleted at any time. Unless the expense entered has already been accepted or accounted for / reimbursed (for Team and Enterprise plans).
If you therefore wish to delete an expense:
- Access expenses via the Expenses or My Expenses.
- Tick the expense(s) to delete.
- Click the Actions button, then Delete.
The expense will no longer appear in the list. At the same time, it is instantly deleted from the mobile application thanks to the automatic synchronisation.
Restore expenses on the web application
You shouldn't have deleted this expense? It doesn't matter, as you can restore it. Your expense will reappear in the Waiting state (default state following the creation of an expense).
- Click on Add filter.
- Use the State filter: tick the state Deleted and click on apply in order to apply the filter and view the expense.
- Check the expense you want to restore.
- Click the Actions button, then Restore.
Manage your expenses on the mobile application
You can completely edit, delete or restore your expenses on your mobiles too!
Edit expenses on your mobile
If the information you provided is incorrect or incomplete, it only takes a small click to change it.
- Click on the expense cell you want to edit.
- If you only want to edit the category, click on the category directly from the expense sheet.
- Otherwise click on Edit to be able to edit the expense.
- Click on the document icon with a magnifying glass located at the top of the screen to show/hide the supporting document.
- Edit the data and click Save.
- The modifications are saved and will appear on the expense form.
Delete expenses on your mobile
The last expense you entered was not a business expense? So, you need to delete it:
- Click on the expense cell you want to delete.
- Click Edit
- Click on the Delete button located alongside the expense data.
- Confirm the deletion of the expense.
- The expense will no longer appear in the list.
A shortcut is also available by dragging the expense cell from right to left.
Restore expenses on your mobile
Although the deleted expenses no longer appear in the list, it is possible to access them by using filters:
- From the My expenses tab, click on the round icon at the top right of the screen, at the Filters
- Select the Deleted
- Click on OK
- The deleted expenses will be displayed. You can choose which one to restore.
To restore a deleted expense and return it to the Waiting state (default state following the creation of a note):
- Click the expense, then click Restore.
- Click on < My expenses to return to your expenses list.
- Click the round icon at the top right of the screen, and then click Reset to reset the filters and display all expenses again.
A shortcut is also available by dragging the expense cell from left to right.
Important note: as with the web application, it is only possible to edit or delete expenses if they have not been marked as compliant and/or accepted by your manager.