Disapproving or recalling invoices as accounts payable department

Possibly, there may be a situation where an invoice was sent for approval to the wrong employee, and you need to reassign it to another employee. This article explains how to "recall" an invoice and present it to a different employee.

Recall an invoice

First, it's important to disapprove the invoice. This action moves the invoice to the "Disapproved" section, allowing you to provide it with different coding and/or assign it to another employee.

In the "Assess" section, as a part of the accounts payable team, you can disapprove an invoice on behalf of others. To do this, navigate to "Invoice Processing / Assess." Choose the employee or leave it blank, then select "Select."

By leaving the "Employee" search field empty, you ensure that you no longer only see invoices assigned to your name, as your name is automatically filled in.

This is an example of how to leave the employee search field empty and subsequently review invoices on behalf of others:

In the next step, you can disapprove the invoice, and it will be mandatory to provide a reason:

Required role and/or profile settings for the accounts payable team:

Re-sending the invoice

After you have disapproved the invoice using the steps mentioned above, go to the "Invoice Processing / Disapproved " section. Here, you can edit the invoice and select another employee for review. Afterward, you can send the invoice for approval.

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