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The total and the lines always agree

A receipt’s header total and its line items always tell the same story in eggz — they can never drift apart. Edit one side and eggz either updates the other side for you, or asks you to balance the difference before anything is saved, so a quick correction can’t quietly break your Expense Breakdown or tax figures.

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Editing a receipt’s total

Click a receipt’s Amount cell on the Receipts list to edit it in place. What happens next depends on how many line items the receipt has.

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One line item — absorbed automatically

With a single line item there’s only one place the change can go, so eggz applies it for you: the line is set to the new total and the tax is recalculated at the same effective rate as before. A toast confirms it:
Total updated — line and tax adjusted to match · Undo
Click Undo to put the total, tax, and line back exactly as they were.

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Two or more line items — you choose where the difference goes

With multiple line items, eggz won’t guess which one your change belongs to. Instead a Reconcile line items dialog opens, telling you the line items don’t add up to the new total yet. In the dialog you can:
  • Adjust the New total and Tax fields.
  • Edit each line item’s amount directly.
  • Use a quick action to close the gap: Distribute proportionally (spreads the difference across all lines in proportion to their current amounts), Split evenly (spreads it equally), or Add balancing line (appends an Adjustment line for exactly what’s left over — only available while there’s still a difference).
A live Remaining figure shows how far the lines are from the new total, turning green at **0.00∗∗.∗∗Save∗∗staysdisableduntilRemainingisexactly0.00**. **Save** stays disabled until Remaining is exactly 0.00, so an unbalanced receipt can never be saved.
Cancel closes the dialog without saving anything — nothing is written until Remaining hits $0.00 and you click Save, so cancelling is always a clean discard.
If the receipt changed elsewhere while the dialog was open, eggz tells you the new amount that needs reconciling and keeps the dialog open rather than saving over it.

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When amounts are locked

Some documents’ amounts are protected instead of editable:
  • Synced from Xero. An invoice’s Total and Balance show a lock icon when the invoice is synced from Xero — hover it for “Synced from Xero — edit it in Xero”. Xero owns those figures; edit them there and sync.
  • Payments applied. If an invoice already has payments recorded against it, an amount edit is refused — eggz tells you how many payments are applied. Those amounts are settled maths at that point, and the only way to unapply payments today is as part of voiding the invoice — the payment money isn’t deleted, it becomes unallocated credit.

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Common questions

Yes — the difference can go either direction. The dialog just needs the lines to land exactly on the new total, whether it moved up or down.
The receipt’s existing rate. When a one-line receipt absorbs your new total, eggz recalculates tax at the same effective rate it already had, so tax stays proportionate to the amount.
The balancing line Add balancing line creates for you, set to exactly the remaining difference. It’s an ordinary line item afterwards — rename or recategorise it any time.