Release an invoice (locked) from a batch created by another user

Question: An invoice is part of a batch created by another user. This user is absent and we need to finalize the invoice. How do release the invoice from the batch?

Response:

It is possible to unlock the invoice by using the “Import content from Batch” option located into the Invoice Batch Processing form for users having the security #250 : Security Permissions: Accounting - Regular Processes - Invoice and Invoice Batch Full Third Party access. Follow the steps below:

Steps:

1. In the Show Invoice form, create a batch by selecting 2 random unposted invoices and select “New Batch” option in the contextual menu;

2. In the Invoice Batch Processing form, press the “Import content from Batch” button;

3. In the Show Invoice Batch List form, enter the member code owning the batch. You should see the batch for this member;

4. Select the Batch listed. Click on Yes to proceed with the batch import;

5. The invoice should now show in the list in the Invoice Batch Processing form;

6. Press the Done button to release all invoices from the batch thus delete the batch.

7. Search for the invoice, it should appear released from the batch (No lock);

Note: Users with security #250 (Security Permissions: Accounting - Regular Processes - Invoice and Invoice Batch Full Third Party access) can import the content of a batch into their own batch.