[AP] How to Move an Invoice to a Different Expense Month

This process will delete your original invoice and post it into a different expense month.

1- Go to Accounts Payable>Programs>AP Transaction Entry

2- Open the batch for the month the original invoice was posted to

3- Go to File>Add Transactions

4- Use the filters to find your invoice and check the checkbox to delete, then press 'Add to Batch'

5- Double check that the action is set to D-Delete, if it is not, use the dropdown to set it to D-Delete

6- In the top ribbon, press the Tasks flag and 'Copy Posted Transactions to Open Month'

7- Type in the month that you want to move your invoice into and press 'Select'

8- This popup means your invoice was created in the new month, press close

9- This popup is asking if you would like to process the deletion of your original invoice, press yes

10- Go through the batch process, press validate and then post 

11- This popup means that the deletion was processed, press close

12- This popup is asking if you want to go to your new copied invoice, press yes

13- Notice that your invoice is now in the new month

14- Next, press File>Process Batch

15- Then go through the batch process, press validate and post