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Edit purchase bills
Changes to a purchase bills are only possible individually and manually. There is no option for mass modification. If the purchase bills is in "Draft" status, all entries can be adjusted and saved accordingly. Once the purchase bills is in an advanced status, the data can no longer be changed.
Reset purchase bills to draft status
If you want to reset the status of the purchase bills back to "Draft" so that you can edit it again, this depends on the current status. What is the status of the purchase bills you wish to edit again?
purchase bills is in "Open" status
If the purchase bills is in "Open" status, you can use the "arrow" to "Reset to draft". The purchase bills can then be edited.
purchase bills is in "Paid" status
If the purchase bills is in "Paid" status, the posted payment outflows must first be deleted or "Reconciled transactions" reset. In the purchase bills, go to "Payments" and delete the booking.
The status changes to "Open", so you can use the "arrow" to "Reset to draft". The purchase bills can then be edited.
After editing the purchase bills, you can reset the status by reconciling the transaction with this purchase bills again or manually posting the payment. This depends on how you previously posted the payment outflow.
Transaction was previously reconciled
After the purchase bills is edited again, the transaction can be reconciled again in Banking. Attention: If you reconcile again, the canceled payment will automatically be suggested as a reconciliation. Switch to "Manual booking" and then back to "Matching". You can then enter the purchase bills number or the supplier name to perform the reconciliation. More about "Reconciliation of bank transactions" can be found here »
Payment was previously booked manually
Simply record a manual payment again. More about "Manually post payment outflow" can be found here »
purchase bills is in "Bank payment created" status
If the purchase bills is in "Bank payment created" status, the created payment outflow must first be deleted. In the purchase bills, go to "Payments" and delete the payment outflow.
The status changes to "Open", so you can use the "arrow" to "Reset to draft". The purchase bills can then be edited.
After editing the purchase bills, you can reset the status by re-recording the payment outflow so that it can then be paid from the payment list in Banking. More about "Record payment outflow" can be found here »
"Submitted"
For submitted payments, the payment has already been transmitted to your bank. Therefore, you can leave the status of the purchase bills as is and do not need to re-record the payment. After the payment has been executed, simply reconcile the transaction with this purchase bills. More about "Reconciliation of bank transactions" can be found here »