In this article, you'll find a short guide on how to delete costs
Introduction
Once an invoice or receipt has been processed in Planyard, it will be listed as a cost, and the corresponding amount will automatically be updated in the budget. If needed, costs can be deleted if the information was added mistakenly or for any other reason. Once a cost has been deleted, the impact on the project budget will automatically be adjusted.
Note that to delete a cost, you must have access to all company features, be the project owner, or have been invited to the project with permission to handle cost documents.
A cost that has been deleted, can not be restored.
How to delete a cost
Navigate to the project where you want to delete the invoice and follow these steps:
- Click ‘Costs’ in the project menu row
- Click the cost that you want to delete
- Click ‘Delete’ in the top right corner
- You will be asked to supply a reason for deleting the cost. Add a comment and click ‘Delete’