Updating an existing cost allocation

Cost allocations can be updated to alter their name and the owner. Updating the values for cost allocations via import is explained in this article.

To update a cost allocation:

  • In the Yordex interface, go to the ["Settings" > "Cost Allocations"]
  • Click on the cost allocation you want to update
  • Here you can enter another cost allocation name or select a new cost allocation owner from the drop-down menu
  • Once you are done, click ["Save Settings"]

To learn more about what each field means see this article.

The Account Code field cannot be changed as this would impact on how the cost allocations are exported into your accounting system.

Updating the cost allocation owner will mean that the new owner will have to approve all new spend allocated to that cost allocation, as well as any old purchases and expenses that are edited after the change is made. Note that updating the cost allocation owner does not push all unapproved spend in that cost allocation to the new owner.