Delete TMP Invoice QRG - Peoplesoft

QRG - Deleting Invoices in TMP Status 

1. Delete the TMP invoice 

a. Ensure Contract BU is USA03 for Property Management or USO02 for Sterling Bay 

b. Enter the “TMP” invoice number OR the project ID for the property you are searching for 

c. Ensure the “All Proforma Invoices” is checked to pull invoices in temporary (pre-approval) status 

d. Hit Search 

e. Uncheck the “View PDF Only” box 

f. Click into the View icon 

g. Click the Red X button on the top right and click “yes” on the confirmation message 

2. Delete the expense from the accruals tab 

a. Return to the Invoices module page 

b. Ensure Contract BU is USA03 for Property Management or USO02 for Sterling Bay 

c. Enter the project ID for the property you are searching for 

d. Hit Search e. Click into the “Accruals” page 

f. Click the recoverable expense contract line and click into the “Accrual Coding” tab 

g. Select the expense line items you want to delete and click “Delete Selected” 

h. Click Save 

i. Peoplesoft will now automatically reclass those expenses to nonreimbursable