If there are transactions that have been cost exported, it is possible to bring them back to 'Ready for export' again. It may be in connection with an incorrect posting or a correction that needs to happen.
| ℹ️ If the cost has already been recorded in your accounts, it is essential to ensure that the cost is reposted in your ERP system to prevent duplicate accounting entries resulting from this method. |
Move Transaction back to 'Ready for Export'
To move the transaction back to 'Ready for export', go to FINANCE -> EXPORT -> EXPORTED - COSTS.
Then find the file and mark the transactions to be reversed again.
After this, the transaction will be in 'Ready for export' and will be exported the next time an export is made.
Move back to 'Financial Control'
If you want it moved all the way back to financial control, then go to FINANCE -> EXPORT -> READY FOR EXPORT -> COSTS.
From here it is possible to move the transaction back to 'Financial control'. Highlight the transaction and press MOVE SELECTED TRANSACTIONS TO FINANCIAL CONTROL:
When the transaction then goes to Financial control, finance can either post it again or reject it back to either the approver or the user, if, for example, the transaction needs to be deleted or a new attachment needs to be added.
| ⚠️ Please note that transactions made with Corporate credit cards cannot be deleted. |
Comments
0 comments
Please sign in to leave a comment.