Edit or delete a payables invoice in Cost tracking

This help article is related to Cost tracking

In Wrapbook, production accountants and administrators can manage AP invoices using either Cost tracking or the Production Accounting Suite.

• Click here to see how AP invoices work with PAS

Editing and deleting invoices in the Cost tracking is permission based

To add and create invoice in Cost tracking, 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 Cost tracking:

1. In the left-side navigation, click the dropdown menu

2. In the dropdown menu, select the name of the project that you want to see payable invoices for

3. In the left-side navigation click to expand Cost tracking, then click Invoices

4. 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.