Requirements for Resetting Invoices to Unapproved
A list of requirements which must be met in order to reset an invoice to Pending status.
Trimble Pay license
Your organization must be either a Flash Prime or Flash Specialty customer.
Role
Your Trimble Pay user role must be Project Admin or Approver. See Adjust Project Member Permissions.
Invoice Status
- The invoice must not already be Paid.
- The invoice must already be Approved.
- The invoice must not be Exported to your accounting or ERP system. You may reset an approved invoice to Unapproved after you undo the export.
Relative Invoice Order
The invoice must be the most recent invoice in an Approved state.
If any invoice was approved after the invoice you wish to reset to Unapproved, you must reset the more recent invoice first.
Retainage Status
An invoice cannot be reset to Unapproved if retainage has been released on the contract and is in either state:
- pending submission
- submitted and pending approval
You may reset an approved invoice to Unapproved after:
- you submit the retainage invoice, and
- your general contractor approves it or declines it.
Contract Status
An invoice cannot be reset to Unapproved if you've generated the final bill and the final contract invoice is in either state:
- pending submission
- submitted and pending approval
You may reset an approved invoice to Unapproved after:
- you submit the final bill, and
- your general contractor approves it or declines it.
