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Invoices - Unapprove option

Ability to unapprove invoices once it’s already approved.

Purpose: it’s easier to have this feature if users approved the wrong invoices by mistake.

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Thanks for everyone's support in this idea. We understand the strong feelings expressed in your comments, where an invoice can be accidentally approved when still needing to go through a review or remain in a draft status. 

As suggested by some users in this thread, if this has already occurred an option for now would be to add a note to the history of the invoice so other users are aware of the action and what needs to be done, or alternatively Void the invoice and copy to a new Draft invoice (consider if you need to change the invoice # before voiding the approved one, so you can use this on the new draft invoice). 

While not a resolution for this idea, to avoid mistakenly approving an invoice an option could be to make use of the keyboard shortcuts that are now available in invoicing such as Save & Close which is Alt-Shift-C on Windows or Opt-Shift-C with a Mac device. I get this might be a slight adjustment to your workflow, for some to get used to. 

We want to be upfront with you all here, that though we understand the high interest for this feature it's not something we have plans to develop in the foreseeable future. We'll share if there are any developments that'd be of interest to you all surrounding this flow.

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  • Alison Brown commented  ·   ·  Report

    as there is no option to remove the approve button without removing the facility to raise a PO the unapproved option would be beneficial.

  • Mark Shave commented  ·   ·  Report

    Agree this should be a function as I have approved a few by mistake

  • Emma Rogers commented  ·   ·  Report

    An unapproved option would be great, or even have the save and submit for approval in the button as approval.

  • Nick Papamichael commented  ·   ·  Report

    Having the same 'Edit Invoice' feature in the New Invoicing is CRITICAL!

    Repeat
    Void
    Copy to...
    Edit
    Add Credit Note
    Share Invoice

    Will Xero be adding this feature before closing down the Classic Invoicing?

    Also will a delivery address feature be added for Sales Invoices, similar to the feature when creating Purchase Orders to be sent to suppliers for billing, as this would be useful for users not using any third party app.

  • Jacqueline Whittingham commented  ·   ·  Report

    Sometimes a dispute arises after approval of a supplier bill, or a refund or credit note is due so you don't want the bill paid. Having the ability to mark the bill as "unapproved" or "do not pay" would be super useful, and no doubt quite easy to do.

    Please can Xero put this on the development programme?

  • Ngaire Antrobus commented  ·   ·  Report

    Please stop posting here - this is a dead thread for a feature that they're not implementing. It's a 10 year old request.

    Xero doesn't review these so there is no point.

  • Alicia Moreman commented  ·   ·  Report

    We could also use this function, we sometimes approve invoices / pots that need to be unapproved.

  • Andrew Auld commented  ·   ·  Report

    Funnily enough, I needed this again today. Was going to hit the down arrow next to the approve button to choose one of the other options and hit approve by mistake. If only there was an 'unapprove' button!
    😉

  • Nigel Thomson commented  ·   ·  Report

    So, the idea was apparently shared by Xero Team TEN YEARS AGO - but still not done. In software engineering this is NOT rocket science.

    What is it with software companies that they can't think and act like a human being?

  • Ngaire Antrobus commented  ·   ·  Report

    It's been years - it's not getting done, folks. Xero doesn't care so may as well let this feature request die.

  • Alicia Moreman commented  ·   ·  Report

    Yes, please, that function would be amazing. We sometime approve an invoice and then have an issue with stock so have to hold the invoice in approved rather than being able to divert it back to draft.

  • Sonya Lees commented  ·   ·  Report

    This would be incredibly helpful! Reverting to draft for invoices and bills also, would greatly assist when the incorrect options have been selected instead of having to make a mental note.

  • Ross Infirri commented  ·   ·  Report

    Yes please it would be very handy to be able to "revert to draft" a Draft Sales invoice that has been approved. I accidentally "approved" a Draft Sales invoice so would be very handy to have this feature (I'm surprised Xero has not provided what seems a very simple feature).

    Ross
    Presto Accounting Solutions

  • Kathy Skinner commented  ·   ·  Report

    @Angela - agree with you - I have one that is still to be paid due to the work not being completed and should have been billed accordingly however till Xero sort this I put a note next to the Invoice # - DO NOT PAY so it's visible when looking at the awaiting payment list as it shows in the Reference.

  • Angela Higgins commented  ·   ·  Report

    I would like to un-approve an invoice as an issue came up after it was approved and isn't as straight forward as deleting it or crediting it at the moment. A 'remove approval' option would be valuable with this one whilst the invoice is being checked by the supplier so that colleagues don't pay it in the payment run without the need of having to add notes to invoice and other documents until sorted.

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