Recall a submitted bill

Need to edit a bill that you submitted for approval? Use the Recall option to remove it from the approval queue and return it to a draft state. Then, you can edit the bill and resubmit.

Anyone with edit bills permissions can recall a bill that is in a Submitted state, and you can recall a bill as often as necessary. Each time a bill is recalled, approvers who receive email notifications are notified that it was removed from the approval queue. In addition, the submitted action is removed from the approval history.

1. Go to Accounts Payable > All > Bills.

2. Find the submitted bill that you want to recall.

3. Select More actions > Recall at the end of the row.

   Intacct removes the bill from the approval queue and resets the bill state to Draft.

   You can also select Recall when you view the bill detail.

   If you do not see the Recall link

   Check that the following conditions are true:

   • The bill is in a Submitted state. If it has already been approved or partially approved, you cannot recall it.
   • You have permission to edit bills.
   • You are in the entity where the bill was created. You cannot recall an entity-level bill from the top level.
4. To update the bill select More actions > Edit on the same row.

   You can now make any necessary corrections and re-submit the bill when ready.

1. Go to Accounts Payable > All > Bills.

2. Find the bill you want to recall in the list.

3. Select the Recall link at the end of the row.

   You can also select Recall when you view the bill detail.

   If you do not see the Recall link

   Check that the following conditions are true:

   • The bill is in a Submitted state. If it has already been approved or partially approved, you cannot recall it.
   • You have permission to edit bills.
   • You are in the entity where the bill was created. You cannot recall an entity-level bill from the top level.

4. To update the bill, select Edit on the same row.

   You can now make any necessary corrections and re-submit the bill when ready.