Deleting an old invoice request created by a user no longer active

Sylvia Cook
Sylvia Cook
Kudos 5 Fifth Anniversary Name Dropper Participant
in Blackbaud Financial Edge NXT® General Discussions

I have 6 old invoice requests that are open status and are “stuck”. They are from a couple years back by a user that is no longer active. The invoice request status reverted does not list them. I don't know how to delete them. Anybody have any ideas what I can do?

Comments

  • Debbie Arthur
    Debbie Arthur
    Fourth Anniversary Kudos 1 Name Dropper Facilitator 1

    @Sylvia Cook
    We would love to know how to do this too. We discovered 4 old invoice requests submitted by someone who no longer works here and can't figure out how to delete them.

  • Tara Marchand
    Tara Marchand
    Seventh Anniversary Name Dropper Facilitator 1

    @Sylvia Cook
    I agree. It's seems like every time I have a minute to clean things up, I hit another brick wall. It's very frustrating.

  • Richard Neal
    Richard Neal
    Second Anniversary Name Dropper Participant Facilitator 1

    @Sylvia Cook - I have the same issue. Thank you for bringing it up. Looking for solutions. Commenting to hopefully push to the top.

  • Richard Neal
    Richard Neal
    Second Anniversary Name Dropper Participant Facilitator 1

    @Sylvia Cook Apparently, there is no way to delete them. Per customer support, once the invoice request has been submitted for approval, it cannot be deleted in Web Invoicing/Expense Management. Only the approver could do this rejection. Only the user/approval could do the rejection/approve the invoice requests.

    Looks like the only option is to determine who has the approval rule, take a snippet of the one you want rejected, and send to the approver. Ask them to search by vendor in Expense Management, locate the one you want removed, and ask them to reject it.

    BTW – there’s no way to change any aspect of the invoice request (approval rule, etc.,). Only the original requestor.

    Good Luck! I have some emails to send out.

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