transaction approval

I have submitted a bill for approval, and later, I found out that there are changes to be made. What should I do?

If your bill is yet to be approved and you have changes to be made:

  • Go to Bills under the Purchases module in the sidebar.
  • Select a bill for which you wish to make changes.
  • Click the More icon, and a drop-down menu will appear.
  • Click the Convert to Draft option.
  • Enter a reason to justify your changes and click Convert to Draft.

Your bill will now reflect the status change from “Pending Approval” to “Draft”. You can make the required modifications and re-submit for approval.

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