Step 1 Confirm Eligibility
Before proceeding, ensure:
The invoice or proposal is in Pending Approval status
You have an Admin role
Only admin users have permission to restart approval workflows.
Step 2 Open the Invoice or Proposal
Navigate to the invoice or proposal that requires the approval workflow to be restarted.
Step 3 Select “Restart Approval Flow”
Locate and click the Restart Approval Flow button.
This option is only visible when the item is in Pending Approval status.
Step 4 Confirm the Action
A confirmation pop-up will appear.
Click Confirm to proceed.
Step 5 Workflow Resets
Once confirmed:
The approval workflow is reset
The process starts again from the first approver
No manual edits to the workflow are required.
Outcome
You have successfully restarted the approval workflow for a single invoice or proposal.
This feature eliminates the need for workaround edits and allows admins to quickly reset approvals when corrections or re-evaluation are needed.