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Adjust Deleted invoices then and there rather then retrieving them and adjusting them after

When an invoice is deleted due to wrong project/office, we need to retrieve the invoice and then adjust the allocation via the Delete/Amend Pending Invoice function.

  • Peter Panagiotopoulos
  • Feb 19 2024
Finance
Company Bowden
Job Title / Role Finance
I need it... 3 months
  • Attach files
  • Alex Pullar commented
    01 Mar 14:45

    On a related note, we would like site-project staff to be able to transfer pending invoices between jobs when they're registered to the wrong job. Jobs they have access to at least. Preferably an option/link from the "Prepare for Approval" screen rather than the "Delete/Amend Pending invoice"

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  • Admin
    Andrew Tucker commented
    19 Feb 03:09

    thanks Peter. Noted for consideration.
    cheers

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  • Peter Panagiotopoulos commented
    19 Feb 02:57

    This would be more efficient to do via the deleted screen. Removing steps.

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