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Edit payment after scheduling/processing
Feature request
Planned
September 06, 2023
I need a way to edit payments after they have been processed. Many times they are processed without being attached to the correct project and/or task due to user error, which makes our reporting inaccurate.
3 Comments
Worksuite Solutions Team
one year, 47 days ago
Hi Caitlin ~ Once an invoice becomes a payment, it goes against Accounting principles to retroactively edit its details. The opportunity to ensure accurate data and reporting is in the Approve step of preparing an invoice for processing. Best ~ Zoe, Global Pay
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Worksuite Solutions Team
one year, 45 days ago
Hello again, Caitlin! It turns out that our Product team plans to allow users to edit the elements of an invoice that are not critical for payment processing, such as assigning the correct task! I'm making this public for upvoting 👍
Reply
Worksuite Solutions Team
one year, 45 days ago
Status updated to 'Planned'
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Thanks for your feedback