As Finance, you are the only role who can run an Accounting Report. In case you missed clicking a report format you needed but the export file went on, there's no need to worry because we have a workaround.
Before we begin, please note that we can no longer make any changes to an exported file. The step below is an alternative way to help you achieve the file you need.
Find the date when the expenses were reported. You can use the filter section to sort the expenses per status (= reported) and/or expense date (= date reported).
! Note: You may add a filter category as deemed necessary but the two mentioned above are commonly used.
- Select all expenses and click Unreport
Important! By manually unreporting an expense, it will still be available in the created accounting report that changed its status to reported. Set it back as reported afterwards or delete the accounting report as well.
OPTIONAL - If you need to reprocess the report, you may proceed with the next steps.
- Re-run the Accounting Report with the correct file format.