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Saving Documents as Pending

Save as pending allows you to save and exit a document, without committing the document to Accounts.

On many Documents that post to the accounts, a new document has a ‘Save‘ button and also a ‘Save as Pending‘ button (see below).

A document that has been saved as pending can still be edited, changes made to and again save as pending.

When ready to commit the Document to the Accounts simply click ‘Save‘ in the usual way.

The Save as Pending button

The Save as Pending button

Once a Document has been posted using ‘Save‘, it cannot be reverted back to ‘Pending‘.