The Redraft Paysheet action is now available during the drafting completed status and reconciliation statuses: variance detected, reconciler assigned, reconciling and reconciled.
Delete Draft
Delete Draft
Delete Draft - Moves the paysheet back to the Three Way Match scoreboard, allowing you to start the process from scratch.
- A Delete Draft confirmation prompt will appear with a “Delete Previous Draft” use the Yes/No toggle to confirm the action.
- An additional confirmation button to finalize your selection
- Yes - Confirms the deletion.
- No - Cancels the action and returns you to the paysheet.
Preserve Draft
Preserve Draft
Preserve Draft – Returns the paysheet to Drafting status, keeps all invoice details and existing variances intact, assigning the paysheet back to the drafter. Use this option when you need to make updates without starting over.
Redraft Paysheet Availability by Status
Variance Detected
During the Reconciliation stage, the Redraft Paysheet action is available when a paysheet is in Variance Detected status.
If the paysheet is in Reconciling status, users must first use the Cancel button to return the paysheet to Reconciler Assigned status.
From there, users can select Unassign Variance to move the paysheet into Variance Detected status, where the ReDraft Paysheet action becomes available to either Delete the Draft or Preserve the Draft.
Reconciler Assigned, Reconciling, Reconciled
During the Reconciliation stage, the Redraft Paysheet action is available when the paysheet is in Reconciler Assigned, Reconciling and Reconciled status.
This option appears when the paysheet is accessed from the Variance or Paysheet Scoreboard and the associated task does not include a Task ID.