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      How to post or unpost a Supplier Invoice

      With just a few clicks, you can post or unpost a supplier invoice on our platform.

      Post a supplier invoice

      Steps: 

      1. Navigate to ACCOUNTING > Payables > Supplier Invoices.
      2. The Search Supplier Invoice page will be displayed.
      3. Use the Filters to narrow down your search, or scroll through the list of SUPPLIER INVOICE NO.
      4. Select the box to select an unapproved Supplier Invoice No. that needs to be posted. 
      5. Click POST. 
      6. You can also click the box to the left of the supplier invoice number to POST the supplier invoice.

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      7. A notification will appear on the bottom of the page confirming the approval.

      Unpost a supplier invoice

      Steps:  

      1. Navigate to ACCOUNTING > Payables > Supplier Invoices. 
      2. Use the Filters to narrow down your search, or scroll through the list of SUPPLIER INVOICE NO. 
      3. By default, the system will show unposted transactions only. Change the SHOW POSTED? filter to Posted Only. 
      4. Select the Supplier Invoice No. that you wish to unpost by selecting the box next to the Supplier Invoice No. 
      5. Click UNPOST. 
      6. You can also click the box to the left of the supplier invoice number to UNPOST the supplier invoice.

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      7. A notification will appear at the bottom of the page confirming that the invoice has been unposted. 
      • If a payment has been matched against an invoice, it cannot be unapproved
      • If the Accounting Period has been closed, it cannot be approved

      Supplier Invoice Details Page

      You can get to this page by navigating to a supplier invoice

      Steps:

      1. Navigate to ACCOUNTING > Payables > Supplier Invoices.

      2. Use the Filters to narrow down your search, or scroll through the list of SUPPLIER INVOICE NO. 

      3. Select a Supplier Invoice No. from the column  by selecting the invoice hyperlink.

       

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      4. On the details page, you can select Post if it's unposted or Unpost if it's posted. The system will indicate which selection is possible based on the status—posted or unposted.

       

      Screenshot_8-1

      Please note that in order to make changes to manager-approved supplier invoices, such as posting or unposting, you need to have a setting enabled under Set Up Files > Set Up Options.

      Once you are in the Set Up Options screen, select the drop-down Accounting Options. The option you are looking for is called Allow changes to supplier invoices that are manager approved.

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      If you don't have access to the Set Up Files, please ask an admin to enable this option for you, as certain permissions are required to change it in the system.