When Cortena finishes bookkeeping on an expense, you may still have values coming from your expense management tool. Cortena helps you choose field by field whether the active allocation should follow Cortena or your expense tool, and route cases to review when the two still disagree on specific attributes.
Choosing Cortena or your expense tool
Open Workflow, select the Expense workflow tab, and click the Expense allocation merge step on the canvas. In the panel on the right you will see a short table for:
- Booking account
- Creditor / debitor account
- VAT code
- Cost centers
For each row, select Cortena or Expense tool. That choice defines which source should drive the allocation for that field after bookkeeping.
Routing when values still disagree
Later in the flow, Handle Cortena Agent result can send an expense for review when Cortena and your expense tool do not match on the fields you care about, for example booking account, creditor / debitor, VAT, or cost centers. You can configure one check per attribute; depending on your branches, a mismatch on any of them can move the item to Needs review while aligned cases continue toward export.
Practical tips
- Set the merge table the way your finance team expects allocations to show in daily work.
- Turn on mismatch checks for the attributes where differences create real approval or posting risk.
- After changes, use Save on the workflow so everyone runs the same rules.