Deleting Rejected Invoice from Retired Employee

Celia Green
Celia Green
Fourth Anniversary Kudos 1 Name Dropper Facilitator 1
in Blackbaud Financial Edge NXT® General Discussions

We had an employee retire. Right after she left, one of her invoices was rejected. Another employee entered it and it's been paid. How do we delete the one that the retired person entered? If it sits out there, will it mess up our month end and year end closing?

Comments

  • Elizabeth Perron
    Elizabeth Perron
    Eighth Anniversary Kudos 5 Name Dropper Participant

    Hi Celia,

    I searched the Blackbaud Community for rejected invoice and found this blog where @Justin Ward mentions deleting rejected invoices.

    If this doesn't answer your question and you haven't done so yet, please contact Support since it is a product technical question. I want to make sure you get a response if you still need one. Just click on Help at the top of this page > Blackbaud Customer Support to access them.

    Please let me know if I can help in a different way.

    In harmony,

    Elizabeth

    Blackbaud Financial Edge Community Manager

  • Tina Sample
    Tina Sample
    Name Dropper First Anniversary Facilitator 1

    @Celia Green, I was just told by Blackbaud this isn't available because they don't want all employees to have the ability to delete other people's rejected requests. However, I CAN delete approved requests and that seems much riskier. I have rejected invoice requests that have existed in our system for almost two years now because the former employees are the only people who can remove them. It's unreasonable.

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