If an invoice is approved by mistake, the process for revoking that approval and making corrections mirrors the standard transaction workflow in Tradogram. You do not need to start over; instead, you can treat the error as a live adjustment period to ensure your financial records are accurate.

How to Adjust and Resubmit an Invoice

When an approval needs to be revoked or an invoice requires changes after a mistake is identified, the system allows you to unlock the record for editing. Follow these steps:

1. Review the Discrepancy: Check the Comments or Messages section of the invoice. Often, team members or accounting staff will leave a note explaining why the initial approval was incorrect (e.g., wrong GL account, tax error, or mismatched quantity).
2. Unlock the Invoice: Open the approved invoice record. If the system allows for a rollback or "Edit" phase, click the Edit (pencil) icon to unlock the fields.

3. Apply Changes: Adjust the line items, tax details, or payment terms based on the corrected information.

4. Resend for Approval: Once your changes are saved, click the Submit button. This will restart the approval workflow and notify the designated approvers that a revised version is ready for review.

Key Workflow Details

• Audit Trail: The system maintains a history of the invoice, allowing you to track exactly what was changed between the original mistaken approval and the corrected version.
• Notifications: Once you resubmit the invoice, the relevant approvers will receive a new notification to review the updates in their portal.
• Collaboration: Using the Messages feature throughout this process is highly recommended to ensure all stakeholders—including the requester and the accounts payable team—are aligned before the final approval is granted.

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