🌐 Web | 👤 Finance user & Yokoy admin
In some (limited) cases, you may need to re-export an expense to the finance/ERP system for multiple reasons:
the export was incomplete
the document was not correctly sent
there were errors during the export stage
As a Finance user, you can revert a single expense if something went wrong. This action changes the expense’s status from Exported to Ready for export, so it can be included in the next export process.
This option needs to be enabled for the company. Otherwise, you won‘t see the option to revert the expense.
🚧 Warning
Use extreme consideration when reverting expenses, as it may lead to double-booked entries. If you re-export an expense that was already booked, you may cause double reimbursements or other accounting issues.
Check the finance/accounting system first and make any appropriate changes before reverting the expense export in Yokoy.
✏️ Note: Revert export jobs
Although, Yokoy admins and Finance users can see the revert export icon in the Export log, they can't revert entire export jobs. Contact Yokoy support if you need to revert an entire export job for some reason.
Reverting an expense
In Finance > Search, you can see the expenses that have the status Exported by selecting the Exported status filter.
Click on an expense and you can see the Revert button at the bottom of the form.
When you click Revert, a dialog window appears in which you can enter a comment.
The expense has the status Ready for export and can be exported again. In the expense history, you see a log of the action.
