---
title: "Managing draft expenses"
slug: "managing-draft-expenses"
updated: 2026-04-28T06:49:37Z
published: 2026-04-28T06:49:37Z
canonical: "help.cintra.co.uk/managing-draft-expenses"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.cintra.co.uk/llms.txt
> Use this file to discover all available pages before exploring further.

# Managing draft expenses

The sections below explain how to perform key tasks on your expenses, such as editing, deleting, splitting, duplicating, and re-using.

To access your expenses, click **Expenses** in the side menu.

### Editing a draft expense

1. In the **Draft** tab of the Expenses menu, select a record.
2. Click the **Edit** button.
3. Make any changes, then click **Save**.

### Deleting a draft expense claim

1. In the **Draft** tab of the Expenses menu, select a record.
2. Click the **Delete** button, then **Delete** to confirm.

> [!WARNING]
> **Warning**: When you delete any expense claim, any receipt attachments will also be deleted. Neither the claim nor the receipts can be retrieved.

### Favouriting a draft expense

Marking an expense as a favourite lets you quickly claim for recurring costs, such as daily travel costs.

1. In the **Draft** tab of the Expenses menu, select a record.
2. Tick the box beside the expense you want to favourite, then click Set Favorite.
3. You can view all the expenses you’ve marked as favourite in the **Favourites** tab.

![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/image(252).png)

### Reusing / duplicating a draft expense

You can reuse expenses from the Draft or [Favourites](/capture-expense/docs/reusing-expenses#favouriting-a-draft-expense) tab. To do this:

1. Select the claim in the **Draft** or **Favourites** tab.
2. In the menu on the right, click **Duplicate**.
3. Enter how many copies you wish to create, then click **Duplicate**.
4. The duplicates will then be added to the **Draft** tab.

### Splitting a draft expense

Splitting an expense lets you separate different items in a claim, such as splitting the cost of the meal and a room from a hotel claim. To do this:

1. Select the claim in the **Draft** tab.
2. In the menu on the right, click **Split Row**.
3. In the **Split Expense Line** screen, you can see key information about the expense, including the total (that can be split into smaller totals).

![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/image(253).png)

1. Click **Add Line**, then select a suitable category, and enter the description, VAT code, and value of the line item.
2. Repeat step 4 for each line item of the original expense, then click **Save**.

> **Remember**: You must ensure all the line items and VAT amounts total the same amount as the original expense

1. Once you have saved, the original expense will appear as multiple rows in the **Draft** tab.

### Adding a note to a draft expense

1. Select the claim in the **Draft** tab.
2. In the menu on the right, click the **Notes** button.
3. Enter all relevant information. Click the ![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/image(254).png) icon to apply formatting to the text.
4. Click **Post**.
5. Expenses with attached notes will be shown with this icon: ![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/image(255).png)

### Adding receipts to draft expenses

1. Go to **Expenses >** **Draft** tab.
2. Select the claim, then click **Edit**.
3. Either click the Receipts area on the left and locate the receipt on your device OR drag-and-drop the receipt file into the area.
4. Repeat step 3 to add further receipts to the expense.
5. Click **Save**.

![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/image(452).png)

### Deleting draft expense receipts.

1. Go to **Expenses >** **Draft** tab.
2. Select the claim, then click **Edit**.
3. In the menu at the bottom of the receipt, click the **delete** icon, then **Delete** to confirm.

### Viewing draft expense receipts

1. Go to **Expenses >** **Draft** tab.
2. Select the claim. The receipt will appear on the area on the right.

![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/image(453).png)

1. You can enlarge the receipt by hovering over it.