Recall an invoice awaiting approval

Send an unapproved invoice back to the Unprocessed tray for further edits

If you submit an invoice for approval for accident, or you need to make some further changes to an invoice you submitted, you can recall it back to the Unprocessed tray.

This also removes it from the Awaiting approval tray of any users in the workflow. You can then resume editing and coding it before submitting for approval to any available workflow.

You can only recall an invoice that hasn't yet been approved by any users in its designated workflow. Even if only one user has approved the invoice, you'll be unable to recall it.

There's no limit on the amount of times you can recall an invoice. If you recall an invoice, edit it, and submit it for approval again, you can still then recall the invoice from the Submitted tray to make further changes or submit it to a different workflow.

To recall an invoice, follow these steps.

1. In the Submitted tray, hover over the invoice you want to recall under the Invoice Number column, and click the burger menu that appears. 
2. Click Recall.
3. A message appears asking 'Are you sure you want to recall this transaction? Doing so will lose any progress on approvals and return it to the unprocessed tray.'

   Click Yes.

4. A message appears confirming the invoice is recalled.

   The invoice is now in the Unprocessed tray ready to be edited and submitted for approval.

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