| Table of Contents | ||||
|---|---|---|---|---|
|
Invoice aggregation step by step
Step 1: Aggregate the Invoices
...
Paid invoices will have an Invoice Paid status, as shown below:
Undo aggregation
In case you need to modify the invoices aggregated for the processed period, you will need to undo the aggregation in order to access the individual files.
Undoing the aggregation is as simple as:
- deleting the aggregated invoice
- change the status of the individual invoces back to "Invoice draft". If the list is not too long, you can do that directly from the same screen.
Otherwise, you can switch to the 1st tab of the tool, where the Supplier Invoices are shown to apply further filters.
| Info | ||
|---|---|---|
| ||
The aggregation period is defined by the effective date of the invoices. |
You will also note that the most recent invoices are highlighted with a "NEW" label
The batch action to change status will allow you to handle all invoices at once.
- Once individual invoices are back in status "Invoice draft" you can run the aggregation again.