Updating AP invoices in PAS is permission based
To update AP invoices, your account must have one of the following roles enabled:
Role: Company Admin, Accountant
Custom role with: AP invoices - Full access, Create and manage
To edit, delete, or duplicate an accounts payable (AP) invoice:
In the left-side navigation, click the dropdown menu
In the dropdown menu, select the name of the project that you want to see AP invoices for
In the left-side navigation Accounting menu, click AP invoices
On the AP invoices dashboard, click the three dots next next to the Trans. # that you want to update the invoice for
In the menu, you can select either Edit, Duplicate or Delete
If you select either Edit or Duplicate, the AP transaction 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, click AP invoices, and then click the three dots next to a Trans. # to make your selection