Draft Bills

Draft bills are a temporary status for bills. If you save a bill without complete information using the Save as Draft button, it will be created as a draft. While in draft mode, the bills won’t proceed to the next stage of your AP workflow. This means draft bills will not trigger actions such as:

Approvals
Payments
Syncing to the accounting system
User notifications for tagged notes
Network synchronization

Draft bills provide flexibility when you don’t have all the necessary details or want to control when the bill advances to the next step in your workflow.

Note:

Draft bills will not sync, trigger approvals, or notify vendors or users tagged in notes. These actions will only occur once the draft is converted into a regular or recurring bill.
Save as Draft allows you to save an incomplete bill to be finished later. It does not trigger approval policies, auto-pay settings, or synchronization with the accounting system.