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titleDescription of Issue

Unable to update or delete proof invoice


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titleContext
  • Munis 
  • General Billing
  • Invoice Entry and Proof


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titleCause

In this scenario a user might be attempting to remove one or more General Billing Invoice Proofs. When attempting to remove an Invoice from Proof and a user might find their delete button is greyed out in Invoice Entry and Proof. This could be related to a lack of General Billing Permissions. However, regardless of having elevated permissions this could be related to a General Billing Workflow process already being Approved


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titleResolution

Recommended resolution for lack of permissions would be to grant that user or its role the General Billing Permissions of 'Modify Invoices Pending Approval'. Or, of course have a user with elevated permissions delete the Invoice Proof(s)

Recommended resolution for updating or deleting a General Billing Invoice Proof record that has been Approved within General Billing Workflow, please see the article linked in the Additional Information section below


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titleAdditional Information

Assistance Unapproving a General Billing Invoice Batch