Overview

This guide explains how to unfinalise a Purchase Invoice that is no longer required.

• Unfinalising allows you to revert a finalised purchase
• Enables corrections, edits, or removal

Unfinalising a purchase may impact financial records. Ensure appropriate review before proceeding.

What Happens When You Unfinalise

• Purchase is reopened for editing
• Original posting can be adjusted or reversed
• Requires a date and reason for audit tracking

Unfinalise a Purchase Invoice

Step 1 – Navigate to Purchases

Go to:

• Navigation Menu → Purchases

Step 2 – Locate the Invoice

• Search for the Supplier Invoice
• Identify the purchase to be unfinalised

Step 3 – Open Actions Menu

• Click ⋯ (ellipsis) at the end of the invoice line

Step 4 – Select Unfinalise

• Click Unfinalise

Step 5 – Enter Required Details

In the pop-up window:

• Enter Date
• Enter Reason

Step 6 – Confirm Action

• Click Unfinalise Purchase

Providing a clear reason ensures strong audit history and traceability.

Best Practices

• Only unfinalise when necessary and authorised
• Always enter a clear, auditable reason
• Review downstream impacts (e.g. reporting, payments)
• Reprocess or correct the purchase promptly after unfinalising