Accounts Payable

Update a bill that you submitted for approval

If you've ever selected submit on a bill, only to realize that you made an error, you'll appreciate the new recall option for AP bill approvals.

Recall allows you to remove a submitted bill from the approval queue and return it to an editable draft state. You can then update the bill and resubmit for approval.

Recall is available on the Bills list and in bill detail view for bills that are in a Submitted state. Any user with Bills: Edit permissions can recall an eligible bill.

Details

  • Approvers who are set up to receive email notifications are notified when a bill in their queue is recalled.

  • After a user recalls a bill and it returns to the draft state, only the audit trail indicates that the bill was previously recalled.

  • You can recall and resubmit a bill as often as you need to.

  • Bills can be recalled using either the UI or the API.

How it works

  1. Go to Accounts Payable > Bills.
  2. Find the bill that 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.
  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.

Requirements

Subscription

Accounts Payable
Regional availability

All regions
User type Business
Permissions

Bills: Edit
Configuration

Requires that AP bill approval be enabled.
Restrictions
  • Bills created at the top level can be recalled or edited only from the top level.
  • When using the API, bills created at the entity level can be recalled or edited only from the entity level.