How do I edit an invoice using Connect Online?

Connect Online Accounts Payable

If you use Connect Online to submit an invoice, you can also use Connect Online to edit unapproved invoices.

To edit an invoice in Connect Online,

the invoice was submitted using Connect Online, and
the invoice has not been approved.

In earlier versions, making changes to an invoice meant contacting the application administrator, manager, or the approver who is reviewing the invoice. The changes in 2023.08 allow you to make changes to any unapproved invoice.

Editing an invoice

Use the Accounts Payable Lookup widget on My Dashboard to enter the vendor name or number, and then press Enter.

Click on the vendor name.

Click to select an invoice number and then expand the invoice detail.

You can see the invoice details. If you submitted the invoice, there's a button at the beginning of the row. Click the to make changes to the invoice detail.

Use the Edit Invoice Detail window to update the invoice detail, and then click .

202302, 2023Apr05