In this guide, you'll learn how to update an existing expense in RoomRuler. Follow these step-by-step instructions and watch the training video below to see the process in action.

Training Video: How to Edit an Expense

Step-by-Step Instructions

1. Log In: Sign in to your RoomRuler dashboard using your credentials.
2. Navigate to Expense Section: Click on the second icon from the left labeled "Expense" to view all your expense entries.
3. Select the Expense to Edit: Locate the expense you want to update and click the edit icon next to it.
4. Update Expense Details: In the form that appears, update the necessary fields such as "Name," "Description," and "Amount."
5. Upload or Capture Image: Optionally, upload or take a new image of the receipt or related document to keep your records secure.
6. Save Changes: Click the "Save" button to confirm your updates. A confirmation message should indicate that your changes have been saved.

Troubleshooting Tips

• Ensure you are logged in before trying to edit an expense.
• If the edit form does not load, try refreshing the page.
• Verify that all required fields are filled correctly before saving.

Need Additional Help?

For further assistance, please review our additional support articles or contact our support team via the Contact Us page.