Customer Forum

Recommended practice for dealing with accidentally POSTED invoices

External Posted: 2012-02-21 17:20

I understand now that posted transaction documents are not editable (except for custom fields). However, we have a couple of POSTED invoices that were done in error as we were learning to use the system. I had thought that there must be a way to void or rollback records in the system, or to create records that cancel the posted ones out, but there doesn't seem to be.

The only solution I can think of is to create a new picklist field that has an additional status for invoices, include a VOID option on that list, and then exclude all invoices with that value from reports, etc.

Any thoughts about this as a remedy? Any other recommendations for how to deal with this issue?


Workbooks Support Posted: Mon, 27.02.2012 - 08:47

Hi Deborah

I'm sure you understand why Workbooks is set up so that Invoices cannot be edited. Similarly, POSTED Invoices cannot be deleted. The approach you suggest would be workable. Best practice would be to create Credit Notes against the unwanted Invoices and always report across a combination of Invoices and Credit Notes to get to the right figures.