Edit a Spend

Editing a spend within a Budget Bucket is a very simple and straightforward process. To edit a spend, navigate to the desired Budget Bucket and enter the ‘Spending’ tab panel. Then, perform the following steps:

  1. On the right-hand side of the screen is shown a list of all the spends currently ascribed to the Budget Bucket. Locate the spend you with to modify and click the row entry.

  2. The spend form will appear, showing the details of the selected spend. You can now edit any of the fields in the form, including:

    • Spend Amount
    • Capitalisation Share Overrides
    • Description
    • External Reference
    • Comment

    The spend type CANNOT be edited. That is, a global spend cannot be changed to a linked spend, and vice versa.

  3. For linked spends, you can also modify the array of Bucket Items that are linked to the spend. Simply follow the steps listed in Create a Linked Spend.

  4. Once you have made the desired changes, click the Save button to save your changes. The spend will be updated.

Note

Spends that have been capitalised cannot be edited. If you need to edit a capitalised spend, you will need to revert that capitalisation batch first.

Such spends will be marked with a padlock icon in the spend list.