Cancel an export job or mark it as exported

At times, export jobs may fail or stay in pending status (i.e. connectivity or timeouts in the target finance system, incomplete documents or that contain errors, etc.).

Finance users can stop an export from endlessly spinning in Yokoy or cancel and restart the export job if enabled for your company.

You can cancel or mark as exported expense, travel expense, transaction, and invoice export jobs that are actively in progress.

Once enabled, the Export table (Finance > Exports) contains two additional buttons in each export job row.

Depending on your desired outcome, you can choose to:

This lets you mark the document as exported. You should only use this button when you have checked that the expense or invoice has been correctly imported into your finance system.

When an export job is marked as exported, Yokoy updates the document to the Exported status and changes the export job status In progress (spinning) to Completed. In the case of expenses, where there are transactions linked to the expense document, the transaction status is also updated.

Only expenses or invoices that are in progress (i.e. spinning icon) can be marked as exported. If you try to mark another document as completed in Finance > Export, a notification appears.

To mark a document as exported, select the document and then click Mark as exported.

To confirm, you can enter a comment before clicking Mark as exported. This comment is included in the expense or invoice’s history.

This lets you stop any export jobs in progress, preventing the expense or invoice from being exported and reverting all documents included in the export job. It does not solve any issues resulting from export jobs in which the exported expenses or invoices have not been received in the external system.

By canceling an export, Yokoy changes the status of all documents included in the export job back to Ready for export. These documents are now taken for export if you try to export them again.

You should only use this option if the expense or invoice has not yet been transfered to your finance system and is not in process of being imported into the external system.

It is recommended you wait at least 1 hour before performing this task.

You can only cancel export jobs that are in progress. If you try to cancel the export job that is completed, a notification appears.

To cancel an export job, select an export job and click Cancel export.

To confirm the cancelation, you need to enter a comment before clicking Cancel export.

These comments are not visible in the expense or invoice history. However, you can request a log of these comments if required by contacting Support.