Goal:
- Delete a Bill
- Revert Bill to Draft
- Deleting a Bill
- Putting Bills back to Draft
Steps:
To delete a Bill, it will need to be reverted into a Draft state. If your Bill is already in Draft, Proceed from Step 6 and continue.
- Select the Accounts Payable tab on the left-hand navigation bar
- Select Manage Bills
- Find the intended Bill you wish to modify
- Open the Bill and select the Fix Bill button located at the bottom of the page
- Type in a Reason for fixing the Bill and select Fix Bill (The Bill will be put back into Draft)
- Open the Draft Bill by selecting the Draft tab and locating the Bill
- Near the top right corner, select the
button
- Click Confirm to delete the Bill Permanently
Additional Information:
- Deleting a Bill is permanent
- You can edit Bills once in the draft & submit them again as needed