Changing the supplier and bank account number on the invoice

The supplier and account number can only be changed on the invoice during the first stage of the approval process. If the invoice has already progressed to other stages of the process, it must be returned to the first stage, after which the information can be retrieved again for the invoice, saved, and moved back to the correct stage of the approval process.

Returning the invoice to the first stage of the process

Returning the invoice to the first stage of the process requires that it has been defined in the other stages of the approval process that it is possible to move back to the first stage. Approval processes are defined in Settings – Approval Processes.

1. Open the invoice
2. Select the first stage of the approval process in the Next Stage field
3. Select the name of the person making the change in the Next Person field
4. Save the changes to the invoice by clicking the Save and Close button.

If the first stage of the process is not selectable for the invoice, the approval process settings must allow the transfer from the invoice's stage back to the first stage in Settings - Approval Process. In the example, transfers to the Opening stage are allowed in the Approval stage of the Purchase Invoices process:

Changing the supplier and bank account number on the invoice

1. Open the invoice in the opening stage
2. Click the Change option (in blue) at the end of the Supplier field
3. Select the correct supplier information in the Supplier field
4. Select the desired banking channel in the Banking Channel field. Enter the correct BIC code in the SWIFT field if that field does not automatically complete after providing the account number (banking channel).
5. Finally, save the changes by clicking the Save and Close button.