If an invoice has been approved or rejected in error, your company’s Admin user can either:
1️⃣ Reverse the invoice status back to Pending so it re-enters the standard approval workflow.
2️⃣ Manually approve or reject the invoice without requiring previous approvers to review it again.
Option 1: Reverse the Invoice Status to Pending
Reversing an invoice to Pending allows it to go through the approval workflow again as if it were newly submitted.
📌 Important: Changing an invoice back to Pending may cause it to be paid twice if it has already been sent to Accounts Payable. Admins must verify the invoice status before making this change.
Which Invoice Statuses Can Be Changed to Pending?
✔ Approved
✔ Rejected
✔ AP Batch Exported
✔ Paid & Batch Paid
Steps to Reverse an Invoice to Pending:
1️⃣ On the Invoice Review Page, click the pencil icon next to the invoice status.
2️⃣ In the pop-up window, click "Yes, Change to Pending".
Option 2: Manually Approve or Reject an Invoice Without Restarting the Workflow
📌 Before you can manually approve/reject an invoice, ensure the invoice is in a "Pending" status. You can follow the steps above to change an already approved/rejected invoice to Pending if needed.
Steps to Manually Approve or Reject an Invoice:
1️⃣ Click the workflow edit pen on the workflow tile (top left of the invoice page).
2️⃣ Add yourself to the stage as a reviewer.
3️⃣ Remove other reviewers by clicking the bin/trash icon next to their name.
4️⃣ Once you are the only reviewer, you will see Approve & Reject buttons on the top right of the screen.
5️⃣ Approve or Reject the invoice as needed.