How to delete an expense

If you have incorrectly added an expense to a client and you wish to delete it from the system follow the below steps. It's important to note that the expense must not have been billed yet.

• Access the expenses report. To do this, click on your business name at the top of the page
• Select Expenses Report towards the bottom of the list.
• Locate the expense you wish to delete and click on the red Del button to delete.
• The following message will appear to confirm that you are sure you wish to delete the expense as the action can't be undone. 'Are you sure you wish to delete this expense? This action cannot be undone.'

Please note that if you are unable to view an expense, it could be because your account's permission level is set too low. In this case, you will need to request assistance from a user with Super User access to delete the expense for you.

For any queries or further assistance, feel free to contact us via 'Questions? Docs + Help' widget. We're happy to assist you at every step of your Glide experience!