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Resubmit a declined payment request

If a bill you selected for payment required approval and was declined, you might be able to fix the issues and resubmit the bill for payment, depending on the reason the payment request was declined.

For unapproved payments that include multiple bills, it often makes sense to remove the problem bill from the request before fixing the problem, which allows the remaining bills to be paid immediately.

When a payment request is declined, the payment request remains in the Payment requests page. Its payment status changes from Submitted to Unapproved. Any payment on the Payment requests page that has a payment status of Approved is available for you to pay.

Subscription	Accounts Payable enabled for Payment approvals
User type	Business
Permissions	Payment requests - List, View, Edit

Edit and resubmit a payment containing a single bill

How you correct a payment request that contains a single bill depends on what you need to correct:

Correct the bank account, payment date, document number, or memo

Edit and resubmit the bill payment directly from the Payments requests page.

Go to Accounts Payable > All > Payments > Payment requests.
Find the declined payment request (Payment Status is Unapproved).
Select More actions > Edit at the end of the row.
Make the necessary changes in the Bank dropdown or in Payment date.

In addition, you can update the Memo field. For payments made using Record transfer as the payment method, you can edit the Document number.
Select Save.

Sage Intacct automatically re-selects the bills to pay and re-sends the bill payment for approval.

Go to Accounts Payable > All > Payments > Payment requests.
Find the declined payment request (Payment Status is Unapproved).
Select Edit.
Make the necessary changes in the Bank dropdown or in Payment date.

In addition, you can update the Memo field. For payments made using Record transfer as the payment method, you can edit the Document number.
Select Save.

Sage Intacct automatically re-selects the bills to pay and re-sends the bill payment for approval.

Correct the payment method, amount to pay, or credit to apply

Cancel the payment request and select the bill to pay again.

Go to Accounts Payable > All > Payments > Payment requests.
Find the declined payment request (Payment Status is Unapproved).
Select More actions > Cancel request at the end of the row.
Select to pay the bill again, entering correct information for payment method, amount to pay, or credit to apply.

Intacct adds a new bill payment request to the Payment requests page and sends the bill payment through the approval process, if required.

Go to Accounts Payable > All > Payments > Payment requests.
Find the declined payment request (Payment Status is Unapproved).
Select Cancel request.
Select to pay the bill again, entering correct information for payment method, amount to pay, or credit to apply.

Intacct adds a new bill payment request to the Payment requests page and sends the bill payment through the approval process, if required.

Correct other issues with the bill such as the vendor, GL account, department, or location

Cancel the payment request, edit the bill in question, and select the bill to pay again.

Go to Accounts Payable > All > Payments > Payment requests.
Find the declined payment request (Payment status is Unapproved)
Select More actions > Cancel request at the end of the row.
Edit the bill in question.

Learn more about editing bills.
Select to pay the bill again.

Intacct adds a new bill payment request to the Payment requests page and sends the bill payment through the approval process, if required.

Go to Accounts Payable > All > Payments > Payment requests.
Find the declined payment request (Payment status is Unapproved)
Select Cancel request.
Edit the bill in question.

Learn more about editing bills.
Select to pay the bill again.

Intacct adds a new bill payment request to the Payment requests page and sends the bill payment through the approval process, if required.

Edit and resubmit a payment containing multiple bills

For payments with more than one bill, you might find it easier to remove any bills with issues from the current payment request. This approach allows you to work with the bills you removed without holding up payment on the rest. The bills that remain in the payment request are automatically resubmitted for approval. After you correct the bills that require changes, you can select them for payment again.

Remove the bill or bills with problems from the current payment request:
1. Go to Accounts Payable > All > Payments > Payment requests.
2. Find the declined payment request (Payment status is Unapproved).
3. Select More actions > Edit at the end of the row.
4. Clear the Select checkbox beside any bill that you want to remove from the payment request.
  
  Leave at least one bill in the payment request; otherwise, you need to cancel the payment request.
5. Select Save.
  
  Intacct automatically selects to pay the bills that remain in the payment request and sends a revised bill payment for approval, if required.
1. Go to Accounts Payable > All > Payments > Payment requests.
2. Find the declined payment request (Payment status is Unapproved).
3. Select Edit.
4. Clear the Select checkbox beside any bill that you want to remove from the payment request.
  
  Leave at least one bill in the payment request; otherwise, you need to cancel the payment request.
5. Select Save.
  
  Intacct automatically selects to pay the bills that remain in the payment request and sends a revised bill payment for approval, if required.
If necessary, edit any of the removed bills to make changes for issues like vendor, account, department, location, and so on.

Learn more about editing bills.
Select to pay the removed bills, ensuring you specify the correct payment details.

Intacct adds a new bill payment request to the Payment requests page and sends the bill payment through the approval process, if required.