Managing your job-related expenses efficiently is essential for accurate cost tracking. In Movermate CRM, you can easily edit or delete an expense if needed.
Steps to Edit an Expense
Navigate to the Job Summary:
Go to the “Jobs” section and select the specific job.
Click on the “Finances” tab to view expenses.
2. Locate the Expense:
Scroll down to the Expenses section.
Find the expense entry you want to edit.
3. Open the Actions Menu:
Click on the three-dot menu (⋮) next to the expense entry.
4. Select “Edit”:
Click “Edit” to modify the expense details.
Update the fields such as Amount, Expense Type, or Description.
5. Save Changes:
Click “Save and Close” to apply the changes.
Steps to Delete an Expense
Navigate to the Expenses Section:
Go to the “Finances” tab within the Job Summary.
Locate the expense you want to delete.
Open the Actions Menu:
Click the three-dot menu (⋮) next to the expense.
Select “Delete”
Confirm the deletion when prompted.
Note: Deleting an expense is irreversible, so ensure you have selected the correct entry before confirming