Edit and bulk-code saved receipts

Correct draft receipts individually or apply selected coding changes in Receipt History.

Last reviewed 29-09-2026

Use Receipt History after bulk upload, email approval or an entry-page draft. You need full Receipts access and an exact company file in the active company. Pushed receipts cannot be edited here; changes to Reckon transactions must be handled separately in Reckon.

Edit one draft

Open Receipts → Receipt History, find a Draft, expand it and choose Edit (or More receipt actions → Edit).
Compare Source Document with Transaction details. Choose Cheque or CC Charge under Transaction Type. Set Date, Purchased from / payee, Amount, Bank Account or Credit Card, and optional Memo. Changing to CC Charge does not itself choose a new card account: verify that field.
Under Expense Lines, set the account, tax code, GST-inclusive amount, memo and class. Use Add line or Remove line for splits; check the balance and tax summary. Choose Save changes. Cancel editing abandons unsaved changes.
If the save fails, read the field error or the message above the form. Fix it and save again before pushing.

Change several drafts or errors

Filter to the desired records and tick their checkboxes. Pushed records are not eligible for bulk edit. Select Bulk Edit (n).
In Bulk Edit Receipts, change only the fields you intend to replace: Payee name, Transaction type, Bank account, Expense account, Tax code and/or Bill class. Untouched fields marked Leave unchanged are omitted. A deliberately changed expense account, tax code or bill class applies across existing expense lines; review each receipt if its split lines need different coding.
Select Apply Changes and read the Updated … of … result. A failed receipt stays selected and is blocked from subsequent Push selected or Push All Unpushed until a successful bulk edit or individual save resolves it. Work in batches of at most 100.

Example: three fictional office receipts total AUD 19.80, AUD 42.00 and AUD 88.00. If they all belong to the same company/file and should use the same expense account, select them, set only Expense account, and leave payee and transaction type untouched. Then open each draft to confirm the account, GST, payment account and original amounts; a shared bulk account is not proof that all three purchases have the same tax treatment.

Expected result: saved drafts reflect only your intended changes. Bulk updates report individual failures rather than silently treating them as complete. If a bulk change tries to code lines on a draft with no lines, setting Expense account can create a line using that draft's total; changing only tax/class without an expense line can fail.

Warnings: a draft with an unsaved open editor is saved before bulk edit or push; if that save fails, the bulk action stops. If you change company/file while working, recheck your selection. Do not push a row merely because its list label looks right—expand it and check its document and coding.