Recall a submitted AP supplier invoice

Need to edit a AP supplier invoice 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 AP supplier invoice and resubmit.

Anyone with edit AP supplier invoices permissions can recall an AP supplier invoice that is in a Submitted state, and you can recall an AP supplier invoice as often as necessary. Each time a AP supplier invoice 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 > AP supplier invoices.

2. Find the submitted AP supplier invoice that you want to recall.

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

   Intacct removes the AP supplier invoice from the approval queue and resets the AP supplier invoice state to Draft.

   You can also select Recall when you view the AP supplier invoice detail.

   If you do not see the Recall link

   Check that the following conditions are true:

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

   You can now make any necessary corrections and re-submit the AP supplier invoice when ready.

1. Go to Accounts Payable > All > AP supplier invoices.

2. Find the AP supplier invoice 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 AP supplier invoice detail.

   If you do not see the Recall link

   Check that the following conditions are true:

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

4. To update the AP supplier invoice, select Edit on the same row.

   You can now make any necessary corrections and re-submit the AP supplier invoice when ready.