How to replace a document in a Zato job

How to remove an incorrect file and upload the correct version without causing data issues.

If you have uploaded the wrong version of a document (for example, a partial depreciation schedule instead of the full-year version), you can replace it without causing issues.

Steps

  1. Navigate to your job and open the Data Sources section.

  2. Locate the incorrect file.

  3. Delete the file using the Delete icon.

  4. Click Run Zato

  5. Upload the correct, complete version of the document.

  6. Click Run Zato to reprocess the job with the updated file.

Replacing a document and re-running Zato will not create duplicate entries, the system reprocesses based on the current uploaded files. Always confirm you are uploading the complete version of a document (e.g. full financial year, not a single month) before running Zato.