The following steps will enable the deletion of an invoice:
If the invoice has already been included in a cheque run (otherwise begin at step 4):
- In the Accounts Payable menu, go to Pay Run Management and enter the authorization number
- When that authorization number appears in the grid, select Pay Authorization
- Find the invoice, Select it and in Group Actions select the option Delete All - (it will only remove the selected invoice(s) from the pay run) - then click Save
- In Invoice Management: select a batch and find the invoice
- With the invoice appearing in the grid (not clicked for inquiry mode) select the Delete option from the action drop-down on the right side. The invoice is now deleted.
If you then re-enter the invoice and would like to insert it back into the same authorization: - In the Accounts Payable menu, go to Pay Run Management and enter the authorization number
- When that authorization number appears in the grid, select Modify
- Click + Add Unpaid Invoices
- The system will respond with the same invoice selection screen that is used in Payment Possibility, enabling the selection of further invoices to add to the already-existing authorization