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This text refers to program version 8.4  

Invalidating Expenses

This page describes invalidating Expense records.

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In some circumstances it can be appropriate to invalidate an Expense record. To do this, open the Expense in a record window and select 'Invalidate' from the Record menu (which has a 'cog' icon if you are using iOS or Android). This function will remove the Expense record from all reports; and any associated Nominal Ledger Transaction will be removed from the Nominal Ledger as well. An invalidated Expense record is easily distinguished because all fields have red lines drawn through them. These red lines are also shown in the 'Expenses: Browse' window.

You cannot invalidate an Expense record if it has not yet been marked as OK, or if its Transaction Date is earlier than the Lock Others date specified in the Locking setting in the System module.

If a Project Transaction has been created from the Expense record, it will be deleted when you invalidate the Expense record. You will not be able to invalidate the Expense record if the Project Transaction has been invoiced.

You can use Access Groups to prevent certain users from invalidating Expense records. To do this, deny them access to the 'Invalidate Expenses' Action.

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The Expense register in Standard ERP:

• Introduction
  

• Entering an Expense record
  

• Inspecting Expense records, Marking as OK and Posting to the Nominal Ledger
  

• Expenses in Currency
  

• Error Messages
  

• Invalidating Expenses
  

• Registering Expenses Using Purchase Invoices
  

• Operations menu
  

• Create menu

Go back to:

• Home page for Expenses module manual
  

• Home page for Standard ERP manual

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