The unapprove option is available on approved transactions to users that have the Unapprove Security Role. For more information on Security Roles, click here.

If your user has the Unapprove Secondary Security Role and you are viewing an approved transaction but do not see the 'Unapprove' button, then that means that the transaction is in a closed period. For more information on closed periods, click here.

Reopen a Closed Period

If you would like to unapprove the transaction then you would need to reopen the period in order to be able to unapprove and make changes to it. To reopen the period, follow the same instructions as closing a period in the link above. 

For the unapprove button to be available, the Closed Date field on the Legal Entity record for the necessary Legal Entity needs to be later than the date of that transaction.

  • Note: If your Organization utilizes Advanced Close, this field will be hidden. Rather, navigate to the Fiscal Year Maintenance Screen and open the closed period. Refresh the desired transaction and the 'Unapprove' button should appear.