đ Receipt State Machine Rollout
Posting a receipt will no longer sync it to your accounting system. You'll use Export to sync or Bypass to skip.
Friday, 5 June 2026 - enabled for users without an Intacct, QBD/QBO, NetSuite, Sage 300, Spectrum, or Vista integration.
Friday, 12 June 2026 - enabled for all remaining BuildOps users.
Whatâs new:
BuildOps now uses a clearer, more reliable receipt workflow that separates posting receipts inside BuildOps from exporting them to your accounting system. This keeps your transaction log, job/project costing, inventory balances, and three-way matching accurate, and makes it safer to reâsync receipts if an accounting export fails.
What youâll notice:
A new Post Receipt button to finalize receipts inside BuildOps and lock them from further edits.
A new Export Receipt button to control when a posted receipt is sent to your accounting system and to easily reâtry failed syncs.
Clearer Void vs Delete behavior so you can correct mistakes on posted/exported receipts without breaking your audit trail.
Updated buttons and statuses
Post Receipt (internal posting)
Available when the receipt is still in Pending status.
Posts the internal inventory and costing transactions to the transaction log and changes the Receipt Status to Posted; the receipt becomes readâonly.
Does not change the Accounting Software Sync Status and does not send anything to your accounting system.
Post Receipt button available for a receipt in Pending status
Export Receipt (accounting sync)
Available only after the receipt has been posted (Receipt Status = Posted).
Uses the existing accounting sync process to export the receipt.
On a successful sync, updates Accounting Software Sync Status to Synced and moves Receipt Status from Posted to Exported.
If the sync fails, sets Accounting Software Sync Status to Failed and keeps the receipt in Posted, so you can fix the issue and click Export Receipt again to reâsync.
âExport Receipt button available for a receipt in Posted status
Void vs Delete
Delete is still available for receipts that have not been posted yet; deleting from the Purchase Order removes the draft receipt entirely.
Once a receipt is Posted or Exported, it can no longer be deleted. Instead, use Actions â Void Receipt:
The receipt status changes to Void, and no further actions are available on that receipt.
If the receipt was already exported, BuildOps will either send a reversal entry or initiate record deletion in your accounting system, depending on the integration.
If a bill already exists and three-way matching is enabled on your account, you must void the bill first before you can void the receipt. If three-way matching is disabled (two-way matching), voiding the receipt will automatically void the associated bill.
Void Receipt action available for a receipt in Posted / Exported status
Bypass Posting Receipt
The existing Bypass Posting Receipt action remains but will only become available after posting the receipt.
Editing a Posted Receipt
While a receipt is in Posted status and has not yet been exported, you can edit a limited set of fields instead of voiding and recreating the receipt. This is useful when data needed for accounting export â like the Vendor Document Number from a vendor invoice â isn't available until after the receipt has already been posted, since the person who receives inventory and posts the receipt is often different from the person who later handles the accounting export details.
Editable fields (Posted, not yet exported):
Vendor Document Number
Assigned To
Issued By Date
Posting Date
Payment Terms
All other fields on the receipt remain read-only. Due Date is not directly editable â it recalculates automatically whenever Issued By Date or Payment Terms is changed.
When you select Edit on a Posted receipt, an info panel explains what's changing:
Condition | Info panel message |
Three-Way Matching is enabled | This receipt is in Posted status, only certain fields can be edited. 
|
Three-Way Matching is disabled | This receipt is in Posted status, only certain fields can be edited. Changes will be propagated into the associated bill. 
|
Exported receipts are not affected by this change. They remain fully read-only, and any correction still requires voiding and recreating the receipt.
The Edit action is temporarily hidden while a receipt's accounting sync is in progress. If your company isn't using an accounting integration, this doesn't apply â the Edit action remains available.
Receipt State Machine FAQs
What is changing with receipts?
Receipts now follow a clearer workflow with two separate actions:
Post Receipt finalizes the receipt inside BuildOps and makes it read-only.
Export Receipt sends the posted receipt to your accounting system.
This change helps improve transaction accuracy, supports more reliable accounting syncs, and makes it easier to retry exports if a sync fails.
Q: What happens when I click Post Receipt?
When you click Post Receipt, the receipt is posted internally in BuildOps, its status changes to Posted, and it becomes read-only.
After posting, the screen refreshes automatically and the Export Receipt button appears. A manual refresh is not required.
Q: What happens when I click Export Receipt?
When you click Export Receipt, BuildOps starts the accounting sync process for that receipt.
If the sync is successful, the receipt status changes to Exported.
If the sync fails, the receipt stays Posted and the sync error is shown so you can try exporting again.
Q: Can I retry an export if it fails?
Yes. If the export fails, the receipt remains in Posted status and you can click Export Receipt again to retry the sync.
Q: Can I still edit a receipt after posting it?
Yes, on a limited basis. While the receipt is Posted and not yet exported, you can edit Vendor Document Number, Assigned To, Issued By Date, Posting Date, and Payment Terms â see "Editing a Posted Receipt" above. All other fields stay read-only, and once the receipt is Exported, it becomes fully locked again.
Q: What should I do if I posted the wrong receipt or need to make a change?
There is no un-post option. If the correction falls within the five editable fields above and the receipt hasn't been exported yet, use Edit directly on the receipt. For any other field, or for a receipt that's already been exported, you'll need to void the receipt and recreate it.
Q: Can I delete a receipt?
You can delete a receipt only before it has been posted. Once it has been posted, it can no longer be deleted and must be voided instead.
Q: When can I void a receipt?
A receipt can be voided when it is in Posted or Exported status.
If the receipt was already exported to your accounting system, BuildOps will send the appropriate reversal entry or initiate record deletion, depending on the accounting integration.
Q: Are there cases where I cannot void a receipt?
Yes. You cannot void a receipt if there is already a non-void bill associated with it. In that case, the bill must be voided first before the receipt can be voided.