Removing an Invoice - AP Automation - Workday - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

AP Automation - Workday

Platform
OnBase
Product
AP Automation - Workday
Release
Foundation 23.1
License
Standard
Essential
Premier

You can completely remove an invoice from the life cycle if the invoice is in either the Awaiting Completion in Workday queue, Posting Error queue, or the Awaiting Exit queue.

CAUTION:

When an invoice is removed from the queue, it cannot be brought back.

To remove an invoice from the life cycle:

  1. Login to the Unity Client.
  2. Select the Workflow icon from the toolbar.
  3. From the Life Cycle pane, select either the Awaiting Completion in Workday, Posting Error, or Awaiting Exit queue.
    Note:

    These queues are activated only if invoices reside in them.

  4. Select the invoice you want to remove.
  5. Select the Exit Life Cycle option from the ribbon at the top of the screen.

    The invoice is completely removed from the Life Cycle pane.