An AP Authorizer can recall an invoice that is already in the approval process when it needs to be corrected or sent to a different set of approvers. Recalling the invoice ends its current approval process and returns control to AP.
What happens when an invoice is recalled
The invoice is removed from the current approvers' work queues.
Its status changes to Recalled from Process by AP.
The invoice's approval history and activity remain on the invoice record.
The AP Authorizer can edit the invoice and choose the approvers for its next approval process.
Recall does not delete or cancel the invoice. It returns an in-progress approval to AP so the invoice can be corrected and routed again.
Recall an invoice in the approval process
Open the invoice while it is in the approval process.
Select Enable AP Handling.
Confirm the action. The invoice status changes to Recalled from Process by AP.
Who can recall an invoice? Only an AP Authorizer can enable AP handling and recall an invoice from the approval process. Coder/Router users cannot perform this action.
Find a recalled invoice
Look for the invoice using the Recalled from Process by AP status. Because the invoice is no longer assigned to the prior approvers, it is managed by AP after recall.
Edit and re-approve the invoice
Open the recalled invoice and make the required corrections, such as changes to coding, vendor information, or invoice details.
Select Revise Approvers.
Add, remove, or reorder approvers as needed.
Select Send for Approval to start the next approval process.
Important: Enabling AP handling does not recalculate the approval workflow or automatically assign a new set of approvers. The AP Authorizer must use Revise Approvers to make any required changes before sending the invoice for approval again.
Frequently asked questions
Can a Coder/Router recall an invoice from approval?
No. Recalling an invoice from the approval process requires an AP Authorizer to select Enable AP Handling.
Does recall erase the earlier approval history?
No. The prior approval history remains on the invoice, and the recall action is recorded in the activity.
Will Stampli automatically select new approvers after recall?
No. After recall, the AP Authorizer manually reviews and changes approvers through Revise Approvers, then sends the invoice for approval.
What should I do with an invoice that is already approved?
This recall flow applies to an invoice that is still in the approval process. For a previously approved invoice, see Approved Invoices.
Need help? Contact Stampli Support through the in-app chat if you cannot find a recalled invoice or cannot send it for approval again.
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