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NSC | Invoiced expenses cannot be edited or deleted

edited Aug 14, 2025 10:03AM in Accounting / ERP

Scenario:

User wants to update the Department / Class field on Expense Report lines but sees the following message when saving:

Solution:

Option A: Delete and Recreate

  1. Delete the Invoice linked to the Expense Report
  2. Edit the Expense Report to update the Department / Class field
  3. Re-process invoicing

Option B: Temporarily Unlink and Re-link

  • Find the Invoice:
  1. Go to Reports > New Search > Transaction
  2. Under Criteria (Type = Expense Report | Internal ID = [Expense Report ID] )
  3. Under Results: Add "Applying Transaction"
  4. Click Preview to find the related Invoice
  • Unlink the Expense Report:
  1. Edit the Invoice
  2. Go to the Billable Expenses tab
  3. Uncheck Apply next to the relevant expense lines

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