Invoice Deletion
Deleted Invoice
Restoration of Deleted Invoice
Invoice Deletion
The main user at the office level can delete invoices in the Purchase Invoices > My Invoices, Approval Pending, and All views as well as in the Transferred > Archived view. The company-specific main user can delete invoices if permitted in the settings (Settings > General > Access).
Navigate to your selected view and, if necessary, filter the invoices, for example, by invoice date. Select the invoices to be deleted and click the Delete Invoice button.
Provide a description for the invoice deletion and click the Continue button. Note! Only one description is required for the simultaneous deletion of multiple invoices. The Cancel button will interrupt the deletion of invoices.
Deleted Invoice
A deleted invoice appears in the Transferred – Deleted view with the text Deleted Invoice.
If you are looking for a specific deleted invoice in the Deleted view, you can filter your search by the supplier's name or the invoice deletion date.
By clicking on the Deleted Invoice text, the deleted invoice will open in a separate window. However, the deleted invoice can no longer be edited, nor will it appear on reports. The deleted invoice can be restored back to Purchase Invoices within two months from the deletion date (Deletion Period).
After two months, the invoice file of the deleted invoice is removed, and only the line information regarding the invoice deletion and the description for the invoice deletion remains in the Transferred – Deleted view (Deletion Information Purchase Invoice). After this, the invoice can no longer be restored back to Purchase Invoices.
DELETED = The deleted document is still in the system and can be restored back to Purchase Invoices.
Deleted Invoice
Deleted Expense Report
DELETION INFORMATION = The information is only visible on the line, but the respective invoice has already been removed from the system.
Deletion Information Purchase Invoice
Deletion Information Expense Report
Deletion Information Account = Deletion of Accounting Account
Deletion Information BankAccount = Deletion of Bank Account Information
Deletion Information CostUnit = Deletion of Cost Unit
Deletion Information InvoiceRow = Deletion of Invoice Accounting Line
Deletion Information notetype = Deletion of Document Type
Deletion Information Object = Deletion of Accounting Object
Deletion Information ObjectRule = Deletion of Accounting Rule
Deletion Information ObjectRuleAction = Deletion of Accounting Rule Value Information
Deletion Information PersonalPreferences= Deletion of Personal Data Form
Deletion Information VATCode = Deletion of VAT Code
Deletion Information workflowphase = Deletion of Review Cycle Phase
Return of Deleted Invoice
A deleted invoice can be restored within 2 months from the deletion date.
Go to the Transferred – Deleted view and select the invoice to be restored from the invoice listing. Confirm the restoration of the invoice by clicking the Restore Invoices window's Continue button.
The restored invoice will move back to the view of Purchase Invoices from which it was selected for deletion. The history information of the restored invoice will also show the invoice deletion.