Un-posting invoices

SECURITY  Manager

NAVIGATION   > Contracts > Invoices & Adjustments > Invoicing / Items to Invoice

Un-posting reverses the Approve & Post step and returns the un-posted billing items to Approve & Post, where, with the exception of canceled charges, they can be modified and re-posted.  If a posted contract, project, or ticket charge is canceled and then un-posted, it does not appear in Approve & Post.

• Users with access to Contracts can un-post items from the Invoicing / Items to Invoice page. All items that appear on the Invoice Preview will be unposted.
• Administrators can un-post individual transactions from the Admin module.

Unposting cannot be undone.  Manual changes and adjustments made to billing items before they were posted the first time will have to be manually entered again.

1. To open the page, use the path(s) in the Security and navigation section above.
2. Filter the Invoicing page to display the most targeted results in the table.
3. Check the rows that contain the invoices you would like to preview.
4. Click Preview/Process Invoice(s).
5. Click Preview Invoices.
6. On the Invoice Preview page, find the invoice you want to un-post.

7. Click Un-Post.

All items on the invoice are moved back into the respective categories on the Contracts > Approve and Post page, where they can be edited and re-posted, except for ticket, contract, or project charges that have been canceled.

NOTE  If you un-post an invoice that contains labor entries with a setting of "On timesheet approval", they will appear on the Approve & Post page so they can be modified and re-posted, even though they were not approved and posted there initially. You do not have to change the contract's billing setting to "Manually" to make them visible.

IMPORTANT  If you un-post a labor item that was adjusted, all adjustments to the labor item will be deleted as well, even if they are on a different invoice!