Deleting Invoices in Submitted or Open Status from Inactive Users

Ryan Sheldahl
Ryan Sheldahl
Name Dropper First Anniversary Facilitator 1 September 2024 Monthly Challenge
in Blackbaud Financial Edge NXT® General Discussions

I am creating this thread because there currently isn't a way to delete submitted invoices from employees who separate employment and are inactive. We want to clear our list so there are no invoices sitting in this status. If there is a way to remove them, please let me know. Thanks

Comments

  • Jann McKenzie
    Jann McKenzie
    Eighth Anniversary Kudos 1 Name Dropper Participant

    @Ryan Sheldahl Can't you re-activate them, delete the invoices, then deactivate them again? Or are you referring to expense report requests? Don't think that would work for that.

  • Ryan Sheldahl
    Ryan Sheldahl
    Name Dropper First Anniversary Facilitator 1 September 2024 Monthly Challenge

    @Jann McKenzie I don't have access to the email sign ons for old former employees and approvers.

  • Ryan Sheldahl
    Ryan Sheldahl
    Name Dropper First Anniversary Facilitator 1 September 2024 Monthly Challenge

    @Jann McKenzie
    Basically I want Blackbaud to add to their next update a way for an administrator to have access to all invoices in the expense management process, that way we can purge old invoices from the system that are duplicates sitting in open or submitted status.

  • Jann McKenzie
    Jann McKenzie
    Eighth Anniversary Kudos 1 Name Dropper Participant

    @Ryan Sheldahl I would like that too! Also for requisitions or whatever they are calling them now.

  • Patricia Hughes
    Patricia Hughes
    Third Anniversary Name Dropper Facilitator 1

    Agree - Expense module should provide an access to an Admin users the ability to address clean up issues for employees that have overboarded. We have 50+ invoices stuck in the expense module that we are unable to clean up. Would also like to a reporting feature such as exporting a list of invoice submitted & not mgr approved. We could then email out to our managers items that require their attention.

Categories