🌐 Web | 👤 Finance user
You can reopen company card expenses that have been marked as Ready for export, moving the expense back to In Review (i.e. accessible via Finance > Review).
To reopen a reviewed expense, in the Finance > Card transactions > Company card expenses tab, filter for the expense you want to move with the Matched status, Employee, Status, and Company credit card dropdown lists.
Once you‘ve located the expense report, click it and select Back to review in the bottom right corner of the window.
Clicking Back to review moves the expense report from the Export tab to the Review tab, where you can then check and adjust the expense information.
🚧 Caution
You can only move company card expense reports back to Finance > Review if they have not been exported yet.
If the expense has already been exported, you need to revert an expense. However, you must first make sure that the expense has not already been booked in your finance system or adjust your finance system to remove the processed expense. Otherwise, it may result in double-booked entries, causing double reimbursement or other accounting issues.