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77 Vote

Allow changes to AP Invoice numbers in a closed month.

Currently, if we have a mis-keyed invoice number in a closed month, we have to

• create a full invoice reversal in the current month
• clear the mis-keyed and reversal invoices against each other
• create a corrected invoice in the current month

This is a lot of steps just to correct an invoice number.  Additionally, it would be ideal if we could even correct the invoice number within the Workfile.  I understand that months are closed to finalize for jobs, etc.  Having the ability to update only the invoice number would not affect totals.

• Jennifer Foust
• Oct 24 2019
• In Review

AP - Accounts Payable

Company	Donley's Inc.
Job Title / Role	Accounting Technology Coordinator

• Comments (3)
• Votes (77)

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• 
  Yvonne Caruso commented

  November 12, 2019 13:55

  I agree, this is not a good practice.  If it wasn't caught and corrected when the month was open, a proper audit train should be created to follow the correction, by reversing it and re-posting the corrected entry.

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• 
  Scott Luman commented

  October 30, 2019 11:25

  This is also a huge control & security risk.  If an AP staff changes the invoice numbers around, audit trail or no, it could be a mess.

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• 
  Scott Luman commented

  October 30, 2019 11:22

  I disagree with this proposal.  The invoice could be paid already, or cleared.  Maybe add a second field for the Corrected Invoice Number, but don't change the original.

  Attachments Open full size

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