Click the pencil icon next to the Workflow
Choose the stage you want to delete, then click the trash icon next to the stage number.
Note:
The approval stages dictate the sequence in which an invoice is approved.
Important note on removing the final stage of an invoice: If you need to remove the final stage of an invoice and the previous stage has already been approved, please do one of the following to prevent the invoice from getting stuck without a final approval action:
- Add a new final stage to replace the one you just removed
or
- Reset the previous stage to pending for the approver(s) to re-approve