s an invoice register (PIR) entry is created in accounts software, this cannot simply be removed from your database as this will result in a loss of audit data in the accounts. Instead the transaction will need to be rejected back to the Amend Entries area of Dimensions so that it can be removed by accounting staff.
You can achieve this by completing the following:
Have the current approver reject the transaction - this will, in most cases, return the transaction to the previous approval stage or the initiator depending on how many stages of approval the transaction has gone through. Note that you may need to have multiple users reject the transaction depending on how your approval is set up
Once the invoice has been rejected at all FocalPoint stages, it will arrive back in "Amend Entries" within Dimensions where it can be deleted
If the entry is a Purchase Order entry type, and you match in Access Dimensions, you will also need to un-match the invoice from the order using Dimensions processes before you can delete it
If you match in FocalPoint, please note that you may need assistance from support before you will be able to delete the transaction.
If you encounter any issues during the rejection process, or you see an error that the transaction cannot be deleted as it has been matched (and you match invoices to orders in FocalPoint) once it is back in Dimensions, please raise a new case online and reference the title of this article.