In this article, you will learn how to edit your Workiz Expense Card transactions.

Workiz Expense Card is a one-of-a-kind, pay-in-full charge card that gives you access to a line of credit designed to support your business's day-to-day operations. With a Workiz Expense Card, you can assign cards to members of your team and even set specific limits for spend or categories. 

To learn more about signing up for a Workiz Expense Card, please see this article.

You can also issue cards to members of your team so that you can oversee and manage business-wide expenses right from Workiz. Any transaction made with a Workiz Expense Card will automatically appear in your expense report, including key details like:

• Expense category
• Merchant
• Amount
• Cardholder
• Date

Editing expenses on the web app (desktop)

To edit your expenses on the web app, you will need to access your Expense report. 

1. From the sidebar menu, select Reports
2. Select Expenses 
   
   

Linking expenses to jobs on web

1. From the Expense report, find the expense you want to update and select Link to job
   
   
2. Under Linked job, search for your job by job ID, client name, or job address
   
3. Select Save expense

Adding expenses to job costing on web

Linking an expense to a job doesn't automatically include it in job costing. To include the expense, you'll need to manually enable job costing for that specific expense. 

Adding an expense to job costing will include the transaction as a card expense, but it will not create a separate line item or connect to an existing line item. To avoid duplicating the expense, make sure this expense isn't already accounted for in an existing item's cost. 

1. From the Expense report, select the transaction you want to add to job costing
2. Check the box for Add to job costing
   
   
3. Select Add to job to confirm
4. Select Save expense

When added to job costing, the expense will appear in the linked job as a card transaction and will be calculated alongside item costs, labor hours, and other expenses.

Attaching receipts on web

1. From the Expense report, find the expense you want to update and select Attach receipt 
   
   
2. Under Attached receipt, select Upload receipt and choose the receipt you want to attach
   
3. Select Save expense

Expense notifications

Whenever you make a purchase with your Workiz Expense Card, Workiz will automatically send you both an in-app and SMS notification with the option to open the mobile app to attach a receipt or link the expense to a job. A Workiz Phone plan isn’t required to receive Workiz Expense Card text messages, and these messages won’t count toward your plan limits.

Editing expenses on the mobile app

You can always update the expense later by accessing your expenses on the mobile app:

1. In the upper-left corner of your screen, select the bars icon > Expenses

Linking expenses to jobs on mobile

1. Find the expense you want to update and select Link to job
   
2. Search for your job by job ID, client name, or job address
3. Select Save expense

Attaching receipts on mobile

1. Find the expense you want to update and select Attach receipt
   
2. Select the location of your receipt (e.g., take a picture, choose from gallery, etc.) and upload your receipt image
3. Select Save expense

Filtering your expense report

You can also filter your expense report by cardholder, spend category, merchant, and more — making it easier to review, organize, and track your business spending.

1. From the sidebar menu, select Reports
2. Select Expenses 
3. Select Filter results and choose your filters