An approved Invoice is a critical accounting artifact regarding the company's procurement history.

If this Invoice contains any errors or notes, you're able to correct them in the system. 

In the revision stage, you can change:

- Items;

- Chart of accounts, departments, projects;

- Invoice Due Date, Invoice Issue Date;

- Legal entity, Payment terms, and Contract


To revise an Invoice:
1. Find the respective Invoice and press Revise.

2. While revising the Invoice, you can edit products, and add or delete items.

3. Confirm the Invoice when you are ready. The Invoice will be sent for approval again.

Revision can be done by either the Invoice's Initiator or Approver.


Please note: 

  • If there were not any changes during revision — the document won't be sent for approval again.
  • Changes of Items Custom Fields will not trigger the re-approval of the document if the Budget or Budget Line remains the same;
  • Changes of Items Custom Fields will not trigger the re-approval if the document's budget does not include any Items Custom Fields;


4. If the Invoice was created from a Purchase Order, the Purchase Order will be matched.