Sometimes it may be necessary to restart an invoice, for example if it has ended up in the wrong company or if it has moved on in the flow with the wrong amount. All coding rows are deleted when restarting while the processing history and invoice log are retained.

The procedure is slightly different depending on whether the financial system uses preliminary booking or not.

New invoice review

If an invoice arrived at New invoice review in the wrong company, the invoice must be restarted to correct this. 

1. Open the invoice.
2. Click on Forward.
3. Select the destination Invalidate.
4. Write a message.
5. Check Restart the invoice.
6. Select the new company in the drop-down list on the right.
7. Click on Forward.

Review/Approval

If an invoice has been sent for review/approval and needs to be restarted, it should be sent to Exceptions review.

Exceptions review

If an invoice has been sent to Exceptions review for a restart because it has the wrong company, wrong amount, or something else, proceed as follows:

1. Open the invoice.
2. Click on Forward.
3. Select the destination Cancel.
4. Write a message.
5. Check Restart the invoice.
6. Select the new company in the drop-down list on the right.
7. If the information in the financial system is correct and should not be updated, check the box Do not update the finance system.
8. Click on Forward.