Allow user to delete rejected invoice requests

Please add functionality that allows the submitter to delete a rejected invoice in expense management. Otherwise that invoice sit indefinitely.

  • Guest
  • Apr 6 2021
  • Already exists
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  • Julia Petit commented
    9 Apr, 2021 01:05pm

    Awesome! Glad to hear it :)

  • Guest commented
    8 Apr, 2021 07:46pm

    Thank you so much Julia. It worked!

  • Julia Petit commented
    7 Apr, 2021 03:00pm

    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.

  • Guest commented
    7 Apr, 2021 02:42pm

    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.

  • Julia Petit commented
    7 Apr, 2021 02:17pm

    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.