Accepting Receiving Invoices

ACCEPTING RECEIVING INVOICES

Barnet includes a security feature that allows you to lock Receiving Invoices from further edits. Once an invoice has been entered and balanced, it is best practice to mark it as ‘Accepted’. This ensures no additional changes can be made without proper authorization.

Key Points:

• Accepted invoices cannot be edited or deleted.

• A user permission controls who can UnAccept invoices.

• For stores using both the Portal and POS Manager (desktop version): Accepted status does not sync between the two platforms. If you use both, you must Accept the invoice separately in each system.

How to Accept an Invoice:

1. Locate the ‘Accepted’ slider on the invoice.

2. Click the slider.

1. The slider will turn green, and an Accepted flag will appear next to the Received flag.

1. Once Accepted:

• The Details view becomes read-only.

• The Edit window is locked.

• The Delete button is disabled.

How to UnAccept:

Staff with the proper UnAccept permission (usually senior managers) can toggle the slider off to allow further edits.