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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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  • Jack Clark commented  ·   ·  Report

    Excellent and important feature, when can we expect it :)

  • Leanne Reid commented  ·   ·  Report

    Be able to move invoices back to draft

    I often get "Click Happy" and send through for approval when I need them to stay in drafts.

  • Tim Horsfield commented  ·   ·  Report

    This would be so useful - especially when working with invoices imported through Hubdoc. I approved a number of invoices in error - and then had to void them. Even more annoying was that I then had to re upload the invoices to Hubdoc.

  • Nikki Velinsky commented  ·   ·  Report

    How many votes does this idea need before Xero will take notice? Since May 22 there have 134.....Please take notice Xero this is critical and would save so much time.

  • Sue Britten commented  ·   ·  Report

    As I have just accidently approved 136 bills so now have to identify and copy to put them back to draft!

  • Red Power commented  ·   ·  Report

    Not being able to unapprove, seems to restrict my ability to update the document from Hubdoc.

    I'm totally new to this though, so I may be missing something obvious. My immediate instinct when I hit the problem was to "unapprove" the misbehaving entry, but it appears it's not possible. What am I missing here??

  • Weronika Lis commented  ·   ·  Report

    Alicia Anderson - A great idea! Maybe the request will finally be noticed by Xero.

  • Tracey Thomson commented  ·   ·  Report

    Please add this feature - would make things a lot easier. thanks

  • Alicia Anderson commented  ·   ·  Report

    In Xero Bills section it's asking for feedback on their "fresh new look". I keep clicking on "leave feedback" (top right) and requesting the unapprove feature there.

  • Felicia Bates commented  ·   ·  Report

    This is especially important with the Dear Inventory and Xero integration. If an invoice is erroneously approved the only option is to void which breaks the link between programs.

    If we would like to remove an invoice from awaiting payments back to draft, this would be beneficial as we have to track invoices that are actually on hold from the payment queue

  • Letticia Mincham commented  ·   ·  Report

    Yes please add this function - also to be able to return an invoice that is in the awaiting approval tab - back to draft

  • Office Admin commented  ·   ·  Report

    There's no button to disapprove or return an invoice for revision in Xero. It would be great if you can add it.

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