Please add functionality that allows the submitter to delete a rejected invoice in expense management. Otherwise that invoice sit indefinitely.
Awesome! Glad to hear it :)
Thank you so much Julia. It worked!
Sure thing. From within Database view, go to Administration > Set up System Security > Open the security group of the affected user (group should show as WebPortal group type). Highlight, Records under Accounts Payable and select Options. Under Records ensure Invoice Request is marked and from within the specific Invoice Request settings ensure at minimum Edit and Delete are marked.
Julia, thank you so much for the reply. I spoke with blackbaud yesterday and they told me there was no option. Can you, by chance, walk me thru where you are seeing this in group security rights? Is it in NXT or database view, etc.
Hi there! Thanks so much for the feedback. We do have the functionality for Invoice Requests in Expense Management. Upon rejection of a request, the submitter should see the options to Submit, Save, and Delete. If they're not seeing the option to delete, check their group security rights as there is an option to allow/disallow a user to delete Invoice requests.
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