This article explains how editing works for expenses with multiple lines, including what happens when one or more lines are part of a published owner statement.
This is useful when:
An expense has multiple allocation lines
One or more lines are included on a published owner statement
You still need to edit other parts of the expense safely
How Locked Expense Lines Work
In VRTrust, only the specific expense lines included in a published owner statement are locked, while other lines on the same expense remain editable.
In the video, we look at an example where:
A multi-line expense includes:
One line allocated to Sunset Palms
One line allocated to San Remo
The San Remo owner statement for December has already been published
The Sunset Palms owner statement is still in draft
In this case, The San Remo expense line is locked, but the Sunset Palms expense line remains editable
Edit an Expense with Locked Lines
Open the expense you want to edit.
Click Edit to enter Edit Mode.
Look for the lock icon on individual expense lines:
Locked lines cannot be changed
Editable lines remain fully adjustable
Note that the date is also locked when an expense is tied to a published statement.
Make any necessary changes to the unlocked lines.
Save your changes.
Why This Matters
It protects the integrity of published owner statements
It prevents unintended financial changes after publishing
It allows you to continue managing and correcting expenses where appropriate