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).
  1. 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

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