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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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  • Kylie Connell commented  ·   ·  Report

    Yes, this feature AND being able to bulk delete bills would be so useful. Having to do 100's of imported bills manually is both painstaking and unnecessary as you can't remove and redo any of it!

  • Isaac Shalev commented  ·   ·  Report

    @Nick the actual process might need to be void-and-recreate-as-draft, but the end result would be functionally the same.

  • Nick Dorogavtsev commented  ·   ·  Report

    I believe this would be against international accounting standards. Terrible idea.

  • Phillip Bell commented  ·   ·  Report

    Please consider adding this feature it would make life a lot easier.

  • Shelley Knight commented  ·   ·  Report

    Please consider adding this feature it would make life alot easier.

  • Brian Downs commented  ·   ·  Report

    Xero! Where are you???
    How could this feature NOT be an option????? I'm losing confidence in Xero for the many lapses in their software allowing the ability to edit each transaction up to payment.

  • Jean Campbell commented  ·   ·  Report

    Any Updates Xero? Please. Still waiting on unapproved function.

  • Nikki Velinsky commented  ·   ·  Report

    When you have the ability to undo pretty much everything else on Xero, it can't be that hard to incorporate unapprove, instead of having to void/delete and manually redo?

  • Wynn Owen commented  ·   ·  Report

    Although there is a workaround, this option would save many minutes voiding/copying bills.

  • Karren Wessling commented  ·   ·  Report

    @Xero

    OMG!!! Have you really not responded to all of this feedback??? We need this feature...it should be simple enough to do!!! Come on already.

  • Accounts Officer commented  ·   ·  Report

    As per Nicolas Corod - really important feature to have on both, Invoice and Bills.

  • Nicolas Corod commented  ·   ·  Report

    really important feature to have on both, Invoice and Bills.

  • Deb Allen commented  ·   ·  Report

    I would really like to have the option of returning an invoice to draft. It is much easier than having to void and redo. Please add this feature.

  • Narelle Stone commented  ·   ·  Report

    It is very frustrating that this option does not exist, especially when you accidentally approve a bill with over 20 items only to have to void it and go again!

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