How can requests or invoices be deleted in finway, and what permissions are required?

Admins: Only users with administrator rights or comparable roles can delete requests or invoices. However, there are system-level restrictions, such as when a bank transaction is already linked to the request.

Requesters: Requesters can delete their own requests or drafts (for purchase orders) as long as they have not yet been finally approved, processed, or linked to transactions.

Approvers: Approvers do not have permission to delete requests or invoices.

Important Notes Before Deleting

Back up documents: Make sure to download all associated invoices or receipts before deleting a request. Once deleted, you will no longer have access to the request or its associated documents.

Linked Transactions: Requests or invoices that are already linked to bank transactions cannot be deleted.

Deleting requests or invoices in finway requires specific permissions and should be done with caution. Administrators and requesters have the ability to delete items under certain conditions, while approvers do not have deletion rights. Before deleting, all relevant documents should be backed up, as they will no longer be accessible afterward. Archiving instead of deleting should be considered.