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Editing and deleting purchases
Editing and deleting purchases

Can I edit or delete my purchase if I got something wrong?

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Written by Payhawk
Updated over a week ago

As a requester who has created and submitted a purchase, you can manage it from the Submit tab.

Specifics

  • Purchases that have been returned to you to update, will be automatically placed under the Submit tab.

  • Purchases that have been updated at the Review, Approve, Receive, Invoice, and Close by authorized people or roles at your company will be automatically placed in the Submit tab and must be re-submitted.

  • If a purchase has been returned to you to update, the return action will be reflected in the audit log under the Activity tab of the purchase.

Editing purchases

You can edit a purchase either before submitting it or if it has been returned to you by authorized people or roles at your company.

At the Submit step, you can:

  • Add or update a supplier.

  • Edit the description of the purchase.

  • Edit the purchase items' details.

  • Add new purchase items.

To edit a purchase:

  1. In the Payhawk web portal, go to Purchases > Submit.

  2. Select the purchase:

    • To edit the purchase description, click on the three-dot menu, select Edit purchase, update the Note field, and click on Save.

    • To add or update the supplier, click on the three-dot menu, select Edit purchase, update the Supplier field, and click on Save.

    • To modify the purchase items, select the ones you need and update the necessary details.

    • To add more items, click on + Add new item and provide the necessary purchase items' details.

Deleting purchases

As a requester, you can delete a purchase only before submitting it and only if it hasn't been approved yet. If a purchase has been approved but later returned to you to edit, it cannot be deleted but can only be closed by Payhawk accountants and administrators at your company.

To delete a purchase:

  1. Go to Purchases > Submit and select the purchase.

  2. Click on the three-dot menu and select Delete.

  3. In the dialog that opens, click on Confirm.

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