Undo Submit Invoice

The Undo Submit command in the Vendor Invoice screen can be used to undo the submission of an invoice. The command returns the invoice to the New state, where you can make changes or delete the invoice, if necessary. Accounts Payable Manager or higher security level is required.

Undo Submit and Auto Receive at Purchasing

If you have configured AptaFund to automatically receive items upon invoice, the system automatically creates an order receipt when an invoice is submitted. When you use the Undo Submit command, AptaFund automatically voids that order receipt.

To undo a submitted vendor invoice:

  1. Select the vendor from the Vendor list.

    1. In the Vendor Invoice grid, locate the Submitted invoice.
      Tip: Use Ctrl+F to open the Find dialog and search for the invoice.

    2. Select the row to highlight the invoice and choose Undo Submit from the Fund or right-click shortcut menu.

    3. The Submitted invoice returns to the New state, where you can change or delete it as necessary.