How to change the approval policy when the bill is already scheduled for approval?

There are a couple of reasons that raise the urgency to change your approval policy. be it for bills, POs transactions, or credit notes:

  1. A member of your company left, so you need to replace and remove the approver, thus affecting the approval policy
  2. A member is accidentally tagged to the wrong approval policy

However, making changes to the approval policy might be a bit more complex when the bill is already scheduled for approval. 

So what should you do when this happens? 

Here are 2 steps to follow: 

  1. Change or remove user from the approval policy
  2. Return the bill to draft to re-select the approval policy

Change or remove user from the approval policy

  1. Go to Settings then click on Approval Policy.
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  2. Click on an approval policy and once a window pops up, click Edit.
    Screen Shot 2023-07-19 at 17.12.42 (1)
  3. Remove the user by clicking on the X button. If you want to change the user, after removing, type the name of the new user and select from the drop-down.
    image (8)-1
  4. Click Save and Close
    image (9)

Return the bill to draft and re-select the approval

  1. Go to Bills. 
  2. Click on an invoice, then Return to Draft. 
  3. Once the bill is in the Draft stage, edit the bill. 
  4. Now, edit the approval policy
  5. Done!