Remove historical vendor invoices from EFT
Hi,
We need to change approval status on historical supplier invoices from “Approved” to “Pending Approval”.
Essentially, what we want to achieve is all historical supplier invoices to be removed from EFT Bill payments, so they can be first reviewed and only if needed go to Bill payment processing (after being approved).
Is there any way to achieve it?
Many thanks!
Export the historical supplier invoices that need to be updated. Go to Transactions > Purchases > Enter Bills and filter the list to include only the invoices that you want to update. Then, click the Export button to export the invoices to a CSV file.
Open the CSV file in excel.
Add a new column to the spreadsheet and label it “Approval Status”.
In the “Approval Status” column, enter “Pending Approval” for each invoice that needs to be updated.
Save the CSV file.
Go to Transactions > Purchases > Enter Bills and click the Import CSV button.
Select the CSV file that you saved in step 5.
On the Import Options page, map the “Approval Status” column in the CSV file to the “Approval Status” field in NetSuite.
Click the Import button to import the CSV file.
Good luck 🙂
Hi,
Thank you for your reply. I tried updating them via CSV but as they are historical vendor invoices the approval status is locked (or could it be because I have a pending approval workflow in place?)
Sounds like some of the invoices are associated with a locked accounting period. Test on open periods before unlocking older periods. Be careful changes in locked periods will affect reporting.
