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Edit an Expense

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You can edit an expense in Workmax if you need to update the details of an expense that has already been submitted. Follow these steps to edit an expense in Workmax.

Employee Profile​

To edit an expense in Workmax, follow these steps:

  1. Sign in to your "Workmax" account with an employee account.
  2. Go to the "Expenses & Benefits" section.
  3. Select the expense you want to edit.
  4. Click on the "Edit" link.
  5. Update the expense details.
    • Category
    • Date
    • Amount
    • Description
    • Attachments (Optional)
  6. Click on the "Save" button.

Admin Profile​

To edit an expense in Workmax, follow these steps:

  1. Sign in to your "Workmax" account with an admin account.
  2. Go to the "Expenses & Benefits" section.
  3. Select the expense you want to edit.
  4. Click on the "Edit" link.
  5. Update the expense details.
    • Category
    • Date
    • Amount
    • Description
    • Attachments (Optional)
  6. Click on the "Save" button.

Workmax will now update the expense in your account. The expense will be associated with the employee who incurred it and will be available for reimbursement. If you have any questions or need help, please contact Workmax Support.