Submit, approve, reject, or void a bill

A bill moves through several stages from draft to approved. This article covers submitting, approving, rejecting, voiding, and deleting bills.

Submit for approval

1. Open the bill from the Bills list.
2. Choose Submit for Approval.

The bill moves to pending approval.

Approve a bill

1. Open the bill.
2. Choose Approve Bill.
3. Optionally add notes, then confirm.

The bill is approved and posted to the general ledger.

Reject a bill

1. Open the bill and choose Reject Bill.
2. Enter a reason (required) and confirm.

The bill is rejected and returned to draft so it can be corrected.

Void a bill

1. Open the bill and choose Void Bill.
2. Enter a reason (required) and confirm.

Edit or delete a bill

You can edit a bill only while its status allows editing. Only draft bills can be deleted; for any other status, void the bill instead.

Tip: Approval requests also appear in the Approvals area, where approvers can act on them.