π Web | π€ Admin role with Company settings permission
At times, Finance users may need to re-export a single expense or an invoice 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
You can determine whether you want to allow Finance users to revert expenses and invoices in the company. If you allow Finance users to perform this action, then the expense or invoice status is changed from Exported to Ready to export.
π§ Warning
Make sure Finance users use extreme consideration when reverting expenses, as it may lead to double-booked entries. If they re-export an expense that was already booked, they 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.
βοΈ Note
Although as Yokoy admin, you can see the revert export icon in the Export log, you can't revert entire export jobs, only single documents.
Contact Yokoy support if you need to revert an entire export job for some reason.
To allow Finance users to re-export an expense or an invoice, you need to enable the option for the company:
Go to Admin > Company.
In Compliance > Finance role and select Enable Finance role to revert 'Exported' documents.
Click Save.
βοΈ Note
If you activate this option, they can revert both expenses and invoices in the company. In other words, they have the option to revert any expense or invoice as required.