Move Exported Transactions back to 'Ready for Export'

If transactions have been exported by mistake—for example, due to incorrect account coding—it is possible to move them back to the Ready for Export status.

⚠️ Important Regarding Double Bookkeeping: If the expense has already been recorded in your accounting software, you must manually perform a reversing entry (reclassification/cancellation) directly within your ERP system. Otherwise, re-exporting the transaction after correcting it will result in double bookkeeping.

Step-by-Step Instructions:

1. Navigate to Exported Expenses 
   • Go to Finance ➔ Export ➔ Exported ➔ Costs.
2. Locate and Select the Transaction 
   • Find the transaction(s) you wish to roll back from the list.
3. Restore Status 
   • Click the Move to 'Ready for Export' button to make the transaction available for export once again.

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.