In Briox you have the possibility to change posted supplier Invoices.
To give a user access rights to change posted supplier invoices go to Admin – Users , then click on the Edit rights icon for the user in question. See below.
Under Accounting tick the box infront of Change posted supplier invoice.
If you need to make changes after the invoice has been posted, do so by simply clicking on the invoice and changing the information you had previously entered on the invoice.
For example, if you need to change the supplier type the name or click on the selection button to retrieve another one from the registry. If you need to change the total, simply click on the number and type the correct amount.
When you have made all necessary changes just click on Update at the bottom of the screen. You will receive a message that the supplier invoice has been posted.
Tracking the changes:
If the changes you make to the supplier invoice also affect the journal, they will automatically be reflected in the journal. You can see the journal by clicking on the link in the invoice header.
Both the changes to the supplier invoice as well as those that are automatically generated in the journal (if that is the case) are logged in our activity log.
To see them go to Reports - Activity log:
The changes to the supplier invoice will be found under the subject: Invoice (save post)
While those generated in the journal will be found under the subject: Journal (change)
See examples below:
You cannot change a supplier invoice in the following cases:
- If the user does not have the correct user right
- If the invoice journal is included in a submitted VAT report
- If the invoice is paid in full
- If the invoice is part-paid
- If the invoice has been accrued
- If the invoice journal includes an account that is locked for that period
- If the invoice has been voided
- If invoice approval is turned on and the invoice has been approved
In these cases, if you cannot alter the situation that is blocking (for example unlock a locked account or period) then the general rule is that you will need to create a credit note to cancel the invoice that needs to be corrected.
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