Deleting Invoices in Expense Management

Mary Zywot
Mary Zywot
in Blackbaud Financial Edge NXT® General Discussions

How does one delete submitted invoices in FE NXT Expense Management? It doesn't look like the submitter can recall the request once someone in the chain of approval has approved. The issue is there's a person on the approval workflow that shouldn't be there, the rule has since been changed, but it's still pending that person's approval.

Answers

  • Kevin Brazell
    Kevin Brazell Blackbaud Employee
    Tenth Anniversary Kudos 5 First Reply Name Dropper

    If you still have access to plug ins in db view, you can use the invoice status reverter plug in :

    1. Go to Plug-ins>Invoice Request Status Reverter
    2. Mark the affected invoices
    3. Click Revert Invoice Request (lower right hand corner)
    4. This will revert the invoice back to Open status for the user that created the invoice to resubmit

    But eventually those are going away, and the only recourse I would see if contacting support otherwise.

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