Prerequisites
The receipt must not be invoiced. If an invoice exists, it must be deleted before you can undo the receipt.
Make sure you are on the "standard" side of ProcureDesk.
Step-by-Step Instructions
Step 1: Access the Receipt
Click on the Receipt icon on the left-hand side menu.
Open the receipt by clicking on the receipt number from the landing page.
Step 2: Revert the Receipt
Click on the "Revert" button.
Step 3: Confirm Reversion
The revert action will change the status of the receipt to "Draft".
FAQs and Troubleshooting
What if the receipt is already invoiced?
You must delete the invoice before you can undo the receipt.
Can I revert a receipt that has been partially invoiced?
No, you must delete any associated invoices before reverting the receipt.
What should I do if I don't see the "Revert" button?
Ensure you have the necessary permissions to undo receipts. Contact your company's administrator or ProcureDesk for further assistance.