Updating an existing cost allocation

Cost allocations can be updated to alter their name and the owner.

To update a cost allocation:

  • In the Yordex interface, go to the ["Settings" > "Cost Allocations"]
  • Search for and open 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 Cost Allocation"]


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.

Please note that updating the cost allocation owner does not push all unapproved spend in that cost allocation to the new owner. A change will need to be made to each order or expense, so the system can update itself with the new approver.