If you use an approval process for invoices, after you submit invoices for approval, you can unsubmit them and start the approval process over again.
You may want to unsubmit invoices if you entered incorrect information when you processed the invoices, such as incorrect presentation dates, bill-through dates, or bill-through period on the Billing Session Options dialog box. If you need to make changes to the invoice detail (transactions billed) and start the approval process again, you do not need to unsubmit. Instead, make the changes in Interactive Billing, and then submit the invoice again. This method is commonly used when an invoice is rejected and comments are entered to identify what needs to be changed before the invoice can be approved.
You can unsubmit invoices that have a Submitted or Rejected status.
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In the Navigation pane, select
.
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On the Billing Session Options dialog box, select the options for the session and click
OK.
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With the Invoice Creation tab open, click
on the actions bar.
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On the Unsubmit Invoice dialog box, click
in the
Select Specific Projects field and then click
Search at the bottom of the drop-down box to open the New Search dialog box.
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On the New Search dialog box, complete any of the following actions:
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On the Unsubmit Invoice dialog box, click the check boxes in the
Approval Status section to further refine the search criteria for the projects selected in the
Select Specific Projects field.
- Submitted: Select this check box to unsubmit only submitted projects.
- Rejected: Select this check box to unsubmit only rejected projects. Note that if there are comments associated with the rejected projects, these comments are removed from the project's history when they are unsubmitted.
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Click
Run
to unsubmit the invoices that are associated with the selected projects.
When you unsubmit invoices:
- The status of each invoice and all the transactions that were associated with it are changed back to New.
- The Billing Session Options settings are discarded.
- All comments entered on the Draft Invoice Comments dialog box for a draft invoice during the approval process are deleted. These are the comments that you view by clicking
More in the
Draft Invoice Comments field in the Draft Invoice Approvals section of the General tab in Draft Invoice Approvals and in Interactive Billing.
- If you have
Use Markup on Draft Invoices set to
Yes in
: The draft invoice PDF is deleted and no longer displays on the Draft Preview tabs in Interactive Billing and Draft Invoice Approvals in the Projects hub. You cannot retrieve the draft invoice or its annotations and comments after it is unsubmitted. If you submit the invoice again, the resubmitted draft invoice PDF that displays on the Draft Preview tabs in Interactive Billing and Draft Invoice Approvals does
not contain the annotations or comments that were made before you unsubmitted it.