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Delete an Invoice/Expense Transaction From Eclipse And DPF

Owned by Jonathan Casse (Deactivated)
Last updated: 18 Aug 2023 by Kai Andras
2 min read

Background: This article explains how to delete an invoice or expense that is in Eclipse and DPF as a result of sending the record for approval in DPF. The transaction should not be posted in eclipse to be able to delete the record, and the record must be in either the Pending or Approved batches.

 

Context: This article should be used when you want to delete an invoice or expense entry that has been sent to DPF and it is pending approval, or is already fully approved. Whether the transaction was raised by the user is irrelevant in this situation.

 

  1. Locate the transaction in the eclipse batch.

 

  1. Right click the mouse and select Change to DPF Draft on the record. Click Yes on the message that pops up. The transaction will be returned to the Draft status in DPF.

 

 

  1. You can now delete the transaction by clicking the Delete button in Eclipse, or deleting the record from within DPF. The transaction will open, now click OK and the transaction will be deleted.