Chargeback helps you assign technology cost to the consumers that use a service or solution.
In Yarken, Chargeback happens after spend has already been allocated. You can create Chargeback for a month, review the result, approve it, export it, or revert it if something needs to change.
Chargeback can only be created in the Spend model (default model). Other models such as Budgets, Forecast, and any custom models (including custom spend models) are not allowed to create Chargeback. However, when Chargeback is created, the month locking is applied across all models.
Understanding Chargeback
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Start with Get started with Chargeback if you are new to the feature.
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Use Create and manage Chargeback when you are ready to work through the process.
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Use Chargeback Overview when you want the full picture before drilling deeper.
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Use the monthly, solution offering, and consumer pages when you need a narrower answer.
When Chargeback is useful
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When allocated spend needs formal business ownership for a month.
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When Finance or business stakeholders need a reviewable chargeback result.
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When you need to approve, export, or revisit a month after review.
When a chargeback is created, the selected month is locked across all models. This means:
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No further data uploads can be made for that month in any model.
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Existing records for that month cannot be edited, copied, or deleted across models.
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Copy To, Import Model, and Copy Model operations automatically skip locked chargeback months to protect approved data.
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Skipped locked months are recorded in Background Processes.
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If changes are needed, Admin must revert the chargeback for that month.
A locked month is visually indicated by a red lock symbol. The lock symbol appears on all model views for the locked chargeback month.