Editing Time and Expense Entries

Open the entry from the case’s Time & Expenses list or an expense list, then choose Edit when available.

When editing is allowed

You need Edit Expenses permission. The submission must be Awaiting Review or Declined, unlinked from invoices and payment slips, and unpaid. If several rows are opened as one group, every row must satisfy the rules.

Make the correction

1. Inspect all rows in the opened submission.
2. Correct the staff member, date, activity, notes, hours or quantity, rates, and receipt as applicable.
3. Keep hours and quantities positive and rates nonnegative. Review the recalculated totals.
4. Add or remove eligible lines as needed. Adding a new time or expense line requires the corresponding add permission.
5. Choose Save Changes and verify the saved result.

Review after correction

Saving a Declined entry resubmits it as Awaiting Review. Approved entries may first need Undo Approval. Invoiced, paid, and payment-slip-linked records cannot be corrected through ordinary entry editing.

The case is established by the original submission; do not assume the editor can move the entry to another case. For an incorrect case, have an authorized manager resolve the original record and record the work on the correct case without duplicating payment or billing.

Access and availability

The controls you see depend on your permissions, access to the case, the case status, and the entry's review, invoice, and payment state. If an action is missing, ask your CaseWyze administrator to check these conditions.