Reject a document

Where: Approval → the overview → open the document

1. Open the document from the overview.
2. Review the document and confirm it has a genuine error that requires correction (see when to reject vs. write a note).
3. Click the red reject button (the leftmost of the three action buttons at the bottom of the page).
4. In the dialog that opens, type a clear, short reason — for example, this invoice was sent to the wrong flow or this is a duplicate invoice.
5. Confirm the rejection.

The document leaves your overview immediately and is sent back to the bookkeeper group. They see your reason on the document, make the correction, and re-send it into the flow from the beginning.

Caution

When a document restarts, the entire approval flow resets. Every approver who already approved the document before you must approve it again.

Related: When to reject vs. write a note · Reject a multi-line invoice