Visma Advisor
Undo transfer of invoice basis to history
An invoice basis that has been approved and transferred to the financial software is given the status Transferred and is automatically moved to the History tab. To undo a transfer to the history, you must change the status of the invoice basis.
Note that when you have transferred the invoices, changes done on an invoice in your financial software will not be synced back to Visma Advisor.
- Enter via Invoicing and choose the History tab.
- Click the icon
Change status on the current invoice basis. - Confirm the change the status back to Not Approved.
The invoice basis is moved from the History tab to the Invoice basis tab and can be edited again. This means that when you approve the basis again, it is once again made available for retrieval by the financial software.
Related topics
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Undo invoice basis |
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Adjust invoice basis |
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Create invoice basis |
