Can I edit the Approval Flow of a Bill already submitted for Approval?
Yes. To edit Bill/invoices approval flows:
- Head over to the Pay tab / Bills and Invoices subtab.
- You can view the Bills by either using a List view or Kanban view, by clicking on their icons on the right side of the screen.
- Apply filters and/or use the search bar to make your search easier.
- If in Kanban view, locate the Bill/Invoice under the Pending Approval column.
- If in List view, according to your search and filters, matching results will show on top of the list.
- Click on the Bill you want to edit its approval flow and open the Bill Details view.
- Click on the Edit ✏ button.
- In the Bill Editor view, edit the Approval Flow as needed. After you've made all necessary changes, click on the Submit for Approval button.
