How to reallocate files in Planyard

If you mistakenly allocate an invoice to the wrong project, there is an easy way to reallocate it.

Steps

1. Go to the Files tab in the project menu.
2. Tick the checkbox next to the invoice you want to move.
3. Click Move to Inbox.
4. In the pop-up:
   • To move the invoice to another project, select a project from the drop-down and click Move Files to Project.
   • To move the invoice back to the inbox, leave the drop-down empty and click Move Files to Inbox.

Note: If an invoice has already been processed and mapped against budgets, it cannot be moved. In that case, delete it and re-upload it to the correct project.