Updating Expenses

How to make quick edits

Planful for Marketing offers extensive flexibility in modifying the columns displayed on the Expenses page. To update an expense, simply click on the desired entry, and make your changes by either typing in the new information or selecting from a drop-down menu. Here's a list of the different types of expense details that can be modified using this approach:

Expense Name

1. Navigate to Manage > Expenses > All Expenses.
2. The Expenses page appears. From the left panel, select the expense you want to modify.
3. The list of Expense Name is displayed. Click on the required expense from the list. 
4. You will be taken to the detail page for that expense.
5. Modify the text in the Expense name field as needed.
6. Click Save & Close.

Expense Type

1. Navigate to Manage > Expenses > All Expenses.
2. The Expenses page appears. From the left panel, select the expense to modify its type.
3. The list of Expense Name is displayed. Click on the required expense from the list.
   
4. You will be taken to the detail page for that expense.
5. Select an Expense Type from the dropdown list.
6. Click Save & Close.

Currency

1. Navigate to Manage > Expenses > All Expenses.
2. The Expenses page appears. From the left panel, select the expense to modify.
3. The list of Expense Name is displayed. Click on the required expense from the list.
   
4. You will be taken to the detail page for that expense.
   
5. Select a currency type from the dropdown list.
6. Click Save & Close.

Segment

1. Navigate to Manage > Expenses > All Expenses.
2. The Expenses page appears. From the left panel, select the expense to modify.
3. The list of Expense Name is displayed. Click on the required expense from the list.
   
4. You will be taken to the detail page for that expense.
   
5. Select the Segment from the dropdown list.
6. Click Save & Close.

Owner

1. Navigate to Manage > Expenses > All Expenses.
2. The Expenses page appears. From the left panel, select the expense to modify.
3. The list of Expense Name is displayed. Click on the required expense from the list.
   
4. You will be taken to the detail page for that expense.
   
5. Select the Owner from the dropdown list of users who currently have access to the segment where the underlying expense is located.
6. Click Save & Close.

Planned and Actual Amount

The Planned and Actual field allows you to enter the amounts that you have planned to spend and actually spent. However, the following are the scenarios you cannot make quick changes to these amounts under two circumstances:

• If the expense occurs in multiple timeframes.
• If the expense has a closed status.

To modify the planned or actual amount of an expense inline, it must meet the following conditions:

• The expense should occur in a single month.
• The expense should have either a planned or committed status.

Status

The following are three different statuses, that you can select from the dropdown list:

• Planned
• Committed
• Closed

Timeframe

You can select the appropriate Timeframe for an expense from the dropdown list of months.