The Cancel Draft action is available when the invoice is in the Drafting status. You can access this action from the Assign to Me Widget or directly within the Paysheet Document tab. Using this action cancels the drafting work and moves the invoice back to the Assigned status.
Cancel Draft Action
Reviewing the Cancel Draft Dialog
Below is an overview of each field and how to use it:
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Reassign To
You can either type a participant’s name or select one from the dropdown.- The dropdown also shows the number of tasks currently assigned to each participant.
- If you leave the field blank, the draft will return to the Assigned status in your queue.
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Comments (Optional)
Add any relevant notes. These will be stored in the Paysheet Work History scoreboard for reference.
Steps to Cancel the Draft
Steps to Cancel the Draft
- Click the Cancel Variance action.
- In the Reassign To field, select the participant who you want to reassign the reconciliation to.
- To move the document back to the Assigned status without changing the assignee, simply leave the "Reassign To" field blank.
- This will keep it assigned to the same participant, but update the status accordingly.
- To move the document back to the Assigned status without changing the assignee, simply leave the "Reassign To" field blank.
- Click Cancel Draft to confirm the reassignment.