From time to time, your organization may need to delete a user from Bill.com, or remove a user's Approve permissions. If this user has any records assigned to them, we will create a task for you in your To Do list, letting you know that any records assigned to the deleted user now need to be reassigned to existing users/users with the appropriate permissions.
The following records that may need to be reassigned when an assigned user is deleted or their permissions changed:
- Vendor Credits
- Approval Policies
- Default Approver
If you have this notification in your To Do list, click the "Fix records" link to view the records that need to be reassigned.