🌐 Web | 👤 Finance
In some cases, you may need to re-export 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
As a Finance user, you can revert a single invoice if something went wrong. This action changes the invoice’s status from Exported to Ready for export, so it can be included in the next export process. Your Yokoy admin must configure your company so you can revert invoices.
🚧 Warning
Use extreme consideration when reverting invoices, as it may lead to double-booked entries. If you export an invoice that was already booked again, you may cause double reimbursements or other accounting issues.
Check the finance/accounting system first and make any appropriate changes before reverting the invoice export in Yokoy.
✏️ Note
You can only revert single documents, not an entire export job.
Reverting an invoice
You can revert invoices from Finance > Search by going to the Invoices tab and filtering invoices by Exported status:
💡 Tip
If you have both Finance and Audit roles, you can also revert invoices from Audit > Search.
When you click on the exported invoice to revert, an additional button Revert export is displayed in the invoice header:
In the popup window, enter the reason for reverting the invoice:
The action is logged in the invoice history and the invoice is moved to Ready for export status.