Updating Expenses Without Opening Them

You can update the key elements of an expense (status, amount, owner) in the Expenses page without clicking into the details page

Save yourself some clicks with the quick edit capabilities! Plannuh allows you to make on-the-fly changes to expenses without opening them using inline editing.

How to make quick edits

Plannuh allows you to edit almost every column you see when viewing your list of expenses in the Expenses page. To make an inline edit to an expense, simply click the detail you would like to change and you will either be able to type your edits or choose from options in a drop down list. Below is a list of the expense details you can edit this way and how to do so:

Expense Name

Simply click into the name of the expense and type the changes you would like to make.

Expense Type

Select from a dropdown list of expense types defined by your Plannuh administrator.

Currency

Select from a dropdown list of currencies set by your Plannuh administrator.

Segment

Select from a dropdown list of segments that you have been granted access to by your Plannuh administrator.

Owner

Select from a dropdown list of users that have access to the segment that the underlying expense is in currently. This way, Plannuh allows your team to avoid clashing responsibilities and simultaneously reduce clutter.

Planned and Actual Amount

The fields for planned and actual amount allow you to type in exactly how much you planned to spend and how much you actually spent. 

It is important to note that there are two circumstances in which you will not be able to make quick changes to the expense's planned or actual amount, which are if either:

1. The expense occurs in multiple timeframes and/or...
2. The expense's status is closed

In order to make inline edits to the planned or actual amount of an expense, it can only occur in one month and it's status must be either planned or committed.

Status

Select from a dropdown list of the three expense statuses in Plannuh: planned, committed, and closed.

It is important to note that you will be unable to change the expense status if the expense occurs in multiple timeframes. This is because Plannuh allows expenses to have different statuses for different timeframes. In order to make inline edits to status, the expense must either only occur in one month or your filters must be set to be viewing one specific month.

Timeframe

Select the expense's appropriate timeframe from a checklist of months. Adding new months will open up those months as planned at $0, and taking away months will ask for confirmation before removing that month's expense amount.