Users have the ability to reprocess a full voucher before the voucher is in a "Paid" status. After an expense has been reprocessed, the voucher status will by default change to "Approval in Progress". This can be control by selecting the Voucher Status Reprocess on the General tab on the Expense Audit Settings screen first.
Using the Voucher Status Reprocess drop down list, it is possible to default the status for all vouchers that are reprocessed. Currently only 2 values are allowed: <Draft> and <Approval in Progress>.
To reprocess a record, select a record by ticking the checkbox beside the expense and click
at the bottom of the screen. This field appears when at least one expense is selected.
When a record is selected to be reprocessed, the Confirm Reprocess pop-up window is displayed. If the expense is in Non-Auditable status or the expenses below to a multi-move voucher, the details will be displayed in the "Single expenses" column. If not, the details will be displayed in the "Voucher expenses" column. In this example, although one expense entry was selected, all expenses related to the voucher of the selected expense are displayed.
Enter a mandatory Reprocess Reason and click
. A reason must be given for the outcome to be rejected. When
is clicked, the screen is automatically refreshed.
The Expense Status or Expense Statuses that belong to the voucher will be updated. By definition, the reprocess will attempt to reprocess all the expenses from the voucher, instead of the single selected one.
Note, expense entries will be updated and will show the defined reprocessing status after reprocessing. Click on
to view the audit summary.
After an expense has been reprocessed, the previous audit results become italic and a new line is added to the summary table called Reprocess detailing when it took place and the user who did the reprocessing. When complete, the audit process and audit results will reflect the “new” audit process instead of the old process evaluation.
