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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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  • Jean Campbell commented  ·   ·  Report

    Please please add the "unapprove" function. It is so easy to inadvertently select approve when creating a bill instead of save. The only option is to void the bill re load the invoice and start again. It's so very clunky. Not what I expect from Xero.

  • Alicia Firth commented  ·   ·  Report

    Unbelievable that the option to unapprove invoices or purchase orders is not available!

  • Irene Baxendale commented  ·   ·  Report

    It is so easy to click on the wrong invoice in error especially when you are trying to get figures out on demand

  • Irene Baxendale commented  ·   ·  Report

    So easy to press approve, why are we still waiting for un-approve?

  • Lucy Appleton commented  ·   ·  Report

    I agree that this function is needed when managers accidentally approve the invoice that it needs an un-approve option, thanks

  • Sarah Coates commented  ·   ·  Report

    It would be helpful to be able to un-approve a bill as one in draft will stand out more than in awaiting payment, if it needs to changed

  • Peter Kerly commented  ·   ·  Report

    Yes lets unaprove invoices. its so annoying when I need to make a chage to cusdetails before sending

  • Nicola Rutter commented  ·   ·  Report

    This function would save a lot of frustration - if I press approve instead of submit for approval - I have to avoid and redo. This in turns makes for messy audit trails as I have to remember to filter out voided/deleted transactions when running a report.

  • Elaine King commented  ·   ·  Report

    Invoices from HUBDOC automatically got approved when they should have gone into draft and now I can't change without deleting them all and starting again!!

  • Gina McKay commented  ·   ·  Report

    Please look at this adding this feature Xero. It would be such a timesaver!

  • Alan Bryon commented  ·   ·  Report

    If you look at the support log you will see just how many people want this and how much time has been wasted because it hasn't been available.

  • Alison Walker commented  ·   ·  Report

    Have been asking for this for far too long now, I do not understand why this feature is not already available.

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