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R_Luzi's avatar
R_Luzi
Icon for Première note rankPremière note
2 years ago
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Editing a purchase invoice after inputting an allocation period

Hello!

 

On the client side of the portal, I’ve noticed that once an allocation period has been set for an invoice, we are not able to change it later if we notice any errors (like amount, currency, dates, etc). Is there a way around this?

  • Brenda_Diakite's avatar
    Brenda_Diakite
    12 months ago

    Hello @R.Luzi, 

    Once an allocation period has been set, if your accountant generates accountant entries linked to this invoice, you will not be able to change it later 😊

    If it’s not, you can change as you want.

    If you want to change some data, you can ask directly your accountant by tag him in a comment for example : 

     

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  • Brenda_Diakite's avatar
    Brenda_Diakite
    Icon for Pennylaneur rankPennylaneur
    12 months ago

    Hello @R.Luzi, 

    Once an allocation period has been set, if your accountant generates accountant entries linked to this invoice, you will not be able to change it later 😊

    If it’s not, you can change as you want.

    If you want to change some data, you can ask directly your accountant by tag him in a comment for example : 

     

  • Olivier_Tassinari's avatar
    Olivier_Tassinari
    Icon for Parolier novice rankParolier novice
    12 months ago

    Could we change the behavior so it’s still possible to fix the invoices information without having to ask the accountant?