Cancel Billing Approvals

If a Billing Approval has been created in error, or needs to be removed and recreated, you can cancel it from the Client Billing tab. 

Please follow these steps to cancel a Billing Approval:

1. Open the Project and go to the Billing+ > Client Billing tab
2. Click the ID of the Billing Approval you want to cancel (the second table on the left)
3. The costing rows will load on the right, select the lines of the billing approval, or use the radio buttons to Select All
4. Use the AT dropdown to Unallocate the rows and click Apply *
5. Open the Accounts Transaction using the yellow paper and pencil icon
6. Change the Billing Approval status to Cancelled
7. Save

* Please Note: If you have multiple Quotes attached to the Billing Approval, you may receive the error "INTERIM cannot be unallocated or allocated to a different Accounts Transaction as it is linked to an Accounts Transaction and Quote." If this is the case please follow the steps in Create Invoice from Multiple Quotes to Remove Quotes, then return to step 3.