Removing the Final Review Stage on an Invoice

Every invoice requires a final reviewer before it can be fully approved. If the final review stage is removed after previous approvals, the invoice may become stuck, preventing the approval process from being completed. This guide outlines how to resolve this issue.

🚨 Troubleshooting the Issue

🔍 What’s the Issue?

• When the final review stage is removed, the invoice can no longer move through the approval process.
• The invoice remains in an incomplete state and cannot be fully approved.

🛠 How to Fix the Issue

Option 1: Add a New Final Review Stage

To ensure the invoice progresses through final approval, add a new review stage:

1️⃣ Navigate to the Invoice Workflow.
2️⃣ Click Add New Stage.
3️⃣ Assign the new stage to the appropriate reviewer.
4️⃣ Click Save to confirm.

This ensures the invoice continues through the approval process as expected.

Option 2: Reset All Previous Stages to Pending

If the invoice is already fully approved, you can reset all previous approval stages to Pending.

📌 Important Notes

✔ Only Admin Users can remove, edit, or reset approval stages in an invoice workflow.