Invoices
After confirming an invoice in Review, you might have made a mistake or need to come back on your decision. You can know prevent or correct mistakes by sending the invoice back to the Review step.
To this day, the payment process of an invoice was the following: Review > Schedule > Confirm. Once an invoice was reviewed and confirmed, the invoice in Schedule could not go back to the Review step. This is now possible with Send back to Review.
This feature is available to all customers.
You cannot send an invoice back to Review if it has already been "marked as ready" or exported.
However, if it's been "marked as ready" in Prepare but not exported, you can go to the Bookkeep > export tab > choose the invoice period > view > send the payable back to Prepare. Then you'll be able to send the invoice back to Review.
Expense claims
The above feature is not available yet on expense claims.
However, here's a workaround:
in Schedule, select the "payment by CSV" option. This won't trigger a transfer.
Do not make the transfer from your bank.
Delete the invoice from your accounting software after exporting the payable.
What if I've already marked my expense/invoice as reimbursed?
If your expense claim has already been marked as reimbursed then you will need to mark it as Prepared/Exported as other payments.
You can then remove the line from your CSV before importing it in your accounting software. You can assign a dedicated expense account if needed to help you identify these lines you wish to exclude (for example, it could be named "Mistake - do not keep on bookkeeping system"). Indeed, even if you export these, the lines will still be visible on Spendesk.