Draft bills is a temporary state for bills. You can create draft bills with incomplete information, and they won't enter the next stage of your AP workflow, meaning draft bills will not trigger the following until you convert it into a bill:
- Approvals
- Payments
- Sync to accounting system
- Notify users tagged on notes
- Sync over the network
Draft Bills offers flexibility where you may not have all the information needed to create a bill, or you want to control when to move the bill to the next step of your workflow.
Note: This feature is being rolled out in phases. If you don't see it yet, stay tuned!
How to save a draft bill
When you start to enter a bill, if you enter at least one field, you can select the arrow next to Create Bill, and then select Save as Draft, your draft will be saved.
Things to know
Where can I find existing draft bills?
Draft bills are listed on the Bills page, on the Draft bills tab
Will Draft Bills trigger any approvals, sync to my accounting system or notify the vendor?
No, draft bills will not sync, trigger approvals, or notify vendors or users tagged in the notes. All of these actions will only take place once it is converted into a bill.
What information do I need in order to save a bill as a draft?
At least one field must be filled out to save a bill as draft. This does not need to be one of the mandatory fields.
Who all has access to Draft Bills?
Draft Bill access will be the same as all other bills! Those who have “edit bill” access will be able to edit/update draft bills. While those with “view bill” access will only be able to view draft bills.
What is the difference between Save and Close and Save as Draft?
Create Bill creates a new bill and requires all mandatory fields to be completed. It also triggers any approval policies, auto pay settings, and sync to accounting system.
Save as Draft saves an unfinished bill as a draft to be completed at a later date. It does not trigger any approval policies, auto pay settings, or sync to accounting system.