ExpenseBot

Can I view or change an expense report after creating it?

Yes — click a report's title in My Reports and it opens right in the app: every expense with its date, merchant, amount, category, tag, notes, and receipt link, plus search, sorting, and a Summary toggle showing totals by category and by tag. The sheet itself stays one click away ("Open in Google Sh

Yes — click a report's title in My Reports and it opens right in the app: every expense with its date, merchant, amount, category, tag, notes, and receipt link, plus search, sorting, and a Summary toggle showing totals by category and by tag. The sheet itself stays one click away ("Open in Google Sheets").

What you can change

  • Categories (accountants, on reports that aren't approved yet): click a category to fix it. The fix saves to the report and your master sheet, and teaches ExpenseBot for future scans.
  • Remove an expense (report owners, on reports that aren't approved yet): the row leaves the report, totals update, and the expense returns to Review Expenses as unsubmitted — free to go into a different report. Split expenses are the one exception: edit the split in Review Expenses instead of removing it row by row.
  • Recreate report (⋯ menu): make a new draft using current values from your master sheet. Choose Recreate with the same expenses, or Add expenses, then recreate to first select expenses that are not yet in any report. The original report, shares, and approvals stay untouched.

What stays in Review Expenses

A report is a snapshot — merchant, date, and amount edits happen in Review Expenses (your live master data), not inside a report. That's what keeps a report trustworthy after you've shared it.

Approved reports are locked

Once a report is Approved (or Paid), it can't be changed — by anyone, including you. The viewer says so right at the top. The fix path is one click: fix the expense in Review Expenses, then choose ⋯ → Recreate report. You can keep the same expenses or add expenses that are not yet in a report. You get a new draft; the locked original stays untouched for your records.

Related: editing your master sheet never changes existing reports (see "Does editing expenses in Google Sheets affect my reports?"), and approving a report locks an official copy (see "How do I approve expense reports?").

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