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How Do I Edit a Bill Before It's Approved

Draft bills can be edited freely since they have no effect on your reports yet. Go to Pay & Expenses → Bills. Open the row actions menu (⋮) on the Draft bill…

Steps

  1. Go to Pay & Expenses → Bills.
  2. Open the row actions menu (⋮) on the Draft bill and click "Edit" (or "View" to open the detail page).
  3. Change the Supplier, dates, line items, notes, or attachments as needed.
  4. Click "Save as Draft" to keep it open, or "Save and Approve" to finalize.

Related Articles

  • How Do I Edit an Existing Bill?
  • How Do I Save a Bill as a Draft?
  • How Do I Approve a Bill?

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