This article explains how to delete expenses or refresh general ledger journal entries in bulk from the Expenses page.
When to Use This
Use these bulk actions when you need to:
Remove expenses that were created in error
Rebuild journal entries after configuration or mapping changes
Update the payment status or bank/CC account on multiple expenses at once
Ensure the general ledger reflects the most up-to-date expense setup
Navigate to the Expenses Page
From the main navigation, open the Expenses page.
From the overview screen, locate the expenses you want to adjust.
Delete Expenses in Bulk
Select one or more expenses.
Click Remove.
Click Yes to confirm.
The selected expenses will be permanently deleted.
Refresh Journal Entries in Bulk
Select the expenses you want to update.
Click Refresh journal entries.
Click the blue confirmation button to proceed.
Refreshing the general ledger will reset and regenerate the journal entries for the selected expenses based on your current configuration.
Update Expenses in Bulk
Select the expenses you want to update.
Click Update
Use the toggles to update the Bank/CC account for the expenses, the payment status, or both
If updating the payment status:
Select the new status for the expenses (Paid / Unpaid)
Set a payment date by using either the expense date or selecting a payment date
Select the Bank/CC account for the expenses
Click Yes, Submit to apply the changes
Important Notes
Deleting expenses is permanent and cannot be undone.
Refreshing journal entries does not delete the expense itself—only the associated GL entries are rebuilt.
Bulk actions apply only to the expenses you have selected.