This help article is related to Payables
In Wrapbook, production accountants and administrators can manage AP invoices using either Payables or the Production Accounting Suite.
Editing and deleting invoices in the Payables Invoices dashboard is permission based
To add and create invoice in the Payables Invoices dashboard in Wrapbook, your account must have one of the following roles enabled:
Role: Company Admin, Company Manager, or Project Coordinator
Custom role with:
AP invoices - Full access, or Create and manage
To edit or delete an invoice in payables:
In the left-side navigation, click the dropdown menu
In the dropdown menu, select the name of the project that you want to see payables invoices for
In the left-side navigation click to expand PAYABLES, then click Invoices
On the payables Invoices dashboard, click the three dots next to the Invoice # that you want to update, and then click Edit invoice or Delete invoice
If you select Edit invoice, the record will open where you can update or enter the details. Be sure to click the Save button before leaving the page.
Select the project, expand the PAYABLES menu, and click Invoices. Next, click the three dots next to the invoice you want to edit or delete, then make your selection.