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How Do I Save a Bill as a Draft

While you're still preparing a bill, you can save it as a Draft. Drafts have no effect on your reports or vendor balance until approved.

Steps

  1. Fill in the bill's Supplier, dates, and line items on the New Bill form.
  2. Click "Save as Draft" instead of "Save and Approve."
  3. The bill is saved with a Draft status and can be edited freely until you're ready to approve it.

Related Articles

  • How Do I Approve a Bill?
  • How Do I Convert a Draft Bill into an Approved Bill?
  • How Do I Edit an Existing Bill?

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