How to restart Invoice/PO/Payment approval process?

Reseting an individual PO/Invoice/Payment:

1. Login to Accrualify.
   
   Note: Only Admin users can restart the approval process.
   
   
   
2. Go to respective tab (Invoice/PO/Payments) and search for the invoice/PO/Payment number you wish to restart the approval process. Click on the value under invoice # found in search. It will open invoice details page.
   
   
   
   
3. Click Edit Invoice.
   
   
   
   
4. Change the status of  invoice from "REJECTED" to "PENDING" and click on "Submit" button.
   
   
   
   
5. Click on "Clear Approval" button under approval section. It will restart the defined approval process.
   
   
   
   
   
   
6. Same process needs to be followed to restart PO/payment approval process.
   
   

Reseting Multiple POs/Invoices/Payments:

1. Navigate to the appropriate grid (PO grid / Invoice grid / Payments grid).
   
   
   
   
2. Select the POs/Invoices/Payments you wish to reset approvals for.
   
   
   
   
3. Click on the "Bulk Actions" button at the top of the grid and select the "Create/Reset Approval Workflow".
   
   
   
   
4. Click "Ok" in the confirmation window.