There are three scenarios:

💪 Your second tab on Spendesk is named "Payments" and you are a Requester, Controller or Account owner.

➡️ you can delete an invoice unless it is paid.

1) Go to the Requests tab.

2) Tick the invoice.

3) Click the Cancel button and confirm.

👉🏻 It is not possible to delete an invoice already marked as paid.

In this case, just ask controllers to delete the invoice line in their export file if you didn't want it to be marked as paid or if there is an error.

In the second case, you have to resubmit the invoice through the usual flow.

💪 Requester: your 2nd tab is named "Payments" but your company is Bookkeep 2.0 (Spendesk's new version)

If the invoice has been approved in Invoices - Review by a controller, it is no longer possible to cancel it in Requests. You will have to ask your finance team (controllers or account owner) to mark it as paid and then delete it from their .csv file before importing it into their accounting software.

If the invoice is still in "Review", it can be deleted simultaneously from Requests and Review.

💪 Your 2nd tab is named "Bookkeep" and you are a controller or account owner

If the invoice has been approved in Invoices - Review by a controller, it is no longer possible to cancel it in Requests. You will have to mark it as paid and then delete it from the .csv file before importing it into your accounting software.

If the invoice is still in "Review", it can be deleted simultaneously from Requests and Review.

If you are using an integration (Xero? Datev?) you can delete it from the software directly, unless it's paid of course.

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