Removing the Final Review Stage on an Invoice

Every invoice requires a final reviewer before it can be fully approved. If you need to remove the final review stage after the previous stage has been approved, follow the steps below.

Troubleshooting the Issue

What is the Issue?

When the final stage of an invoice is removed after previous approvals, the invoice can get stuck, as there will be no final action to complete the approval process.

How to Fix the Issue

Option 1: Add a New Final Stage

If you have removed the final review stage, you can add a new one to replace it. This ensures the invoice moves through the necessary final approval.

1. Navigate to the invoice workflow.
2. Select Add New Stage.
3. Assign the new stage to the appropriate reviewer.
4. Save your changes.

Option 2: Reset All Previous Stages to Pending

Alternatively, you can reset all the previous stages back to Pending which enables admins to edit all workflows and make the necessary changes. This option is only available when an invoice is fully approved.

1. Navigate to the invoice workflow.
2. Ensure the invoice is fully approved—if not, add yourself as the last-stage approver and approve the invoice.
3. Reset the invoice status to Pending - this resets the entire invoice workflow.
4. Make the necessary changes.
5. Notify the approver(s) to re-approve the stage.

Additional Resources

To learn more about editing an invoice workflow, see the full guide here:
Editing an Invoice Workflow

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