How to Edit a Receipt in WellyBox?

Editing a receipt in WellyBox is a user-friendly process. Follow these steps to make changes to any receipt:

Selecting a Receipt to Edit:

1. Go to 'All Receipts': Start on the "All Receipts" page within your WellyBox account.
2. Find the Receipt: Locate the receipt you wish to edit. You can scroll through the list or use filters to narrow down your search for easier selection.

Editing Receipt Details:

1. Open the Receipt: Click on the desired receipt to view it in detail.
2. Review Receipt Information: On the left, you'll see an image of the receipt. On the right, there are fields with receipt details.
3. Make Changes:

• You can edit the following details:
  -Vendor
  -Total Amount
  -Currency
  -Tax
  -Expense Date
  -Received Date
  -Entity
  -Expense Category
  -Payment Status
  -Document Reference
  -Note (make a note if you need to add additional comments or information).

4. Save the Changes: After making the necessary changes, click "Looks good, continue" at the bottom right to save.

Alternative Editing Options:

• You can also edit certain aspects of a receipt by clicking the three dots (menu) next to the receipt in List or Thumbnail view. This allows you to adjust:
  -Business Entity
  -Expense Category
  -Receipt Status

Updated on: 15/02/2024