If an exported invoice is modified in your accounting system, you can make the same modifications in Sage Intacct Paperless so the data is identical. As a Processor, you must have Allow Reset for Edit permissions.
In the Invoice Entry page with Exported Status selected from the Document Status field dropdown, highlight the previously exported invoice to which modifications need to be made and click the Reset For Edit icon, 
, that displays at the base of the pane.
In the Document Status field dropdown, select the Reset for Edit status to view the invoice and make the appropriate modifications. The Set To Exported icon, 
, displays. Click it to move the invoice from the Set To Exported status to the Exported status.
 |
Show filter/sort |
Click this icon to access the Sort By field.
From this dropdown you can select Document ID, Entry Date, Invoice Date, Invoice Total, Vendor Name or Vendor Number. The list of documents in your Reset for Edit queue will display by the sort you select from this dropdown.
Sage Intacct Paperless will remember the sort you select. If you do not select a sort option, the Invoice Entry Date (ascending) option will systematically be selected. This way you will automatically be sent to the end of the list.
Note: This is per vault, per user. |
|
Set to Exported |
Click to set the highlighted document to Exported. This allows the Supervisor to export the document again. |
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Delete Invoice |
Click to delete the highlighted invoice. This allows the Processor to delete the invoice from their current queue and, if appropriate, from the Sage Intacct Paperless system.
The following prompt displays:
If you want to delete the document from which the invoice was created along with any related indexes, be sure to click to select the Also Delete Document and Indexes check box.
Click Click |
if the invoice should be deleted.
if the delete icon was clicked in error.