Bills: Option to unapprove
Bills: unapprove option
Have the option to unapprove a bill so it can revert back to draft/awaiting approval rather than having to void a bill and re-enter it.
Jodie Hogan commented
voiding and reentering is such a tedious task. It is easy to accidently hit the "approve" butting instead of the "save" drop down button.
Simon Palmer commented
please it shouldn't be too hard
Hannelie Viljoen commented
This would be a massive improvement and cutting back on time spent to delete and start over
SUSAN LOTT commented
we have for internal control a procedure where a manager approves bills entered by the accounts clerk. The person approving does not necessarily check for correct date or coding, nor should they need to, their main task is to approve that it is a valid charge and okay to pay.
If we pick up that an incorrect date has been entered on a multi-line bill, what a time consuming process to have to delete it and re-enter all the lines!
We need to be able to reverse the approval, edit the incorrect data, and re-submit for approval.
Samantha Thorburn commented
Any timeframe on this at all? This really is crucial.....
Leah Watson commented
If the payment hasnt been allocated, you should be able to revert a bill from approved back to draft. Its 2023 after all. Come on Xero.
Geoff Schmidt commented
I was shocked to find Xero didn't have this feature.
Janet Hiern commented
Definitely need this. Also for invoices.
Elaine Stainforth commented
Defo need this!
James Booth commented
How can this possibly not be an existing function?!
Ange Magrath commented
This is a much need tool
Maureen Capplis commented
This is a critical need!!!!!. Almost every organization has at least one person who is given authority to approve invoices but they are dangerous. Undoing an bill approved in error is currently heinously complicated.
Christine Hall commented
Come on XERO get your act together. This is embarrassing..... sort it.
Antoinette Micallef commented
There is another thread for this
If anyone here would like to join. It currently has 240 Votes.
David Haynes commented
Ludicrous, I mean ludicrous, that this has taken so long to even apparently be acknowledged. Where is the customer consideration in your development priorities? Nowhere
Alison Walker commented
This has been requested over & over in the years that I've been using Xero, it may seem like a small issue to you developers but it really isn't to us end users. There are many reasons why an approved invoice may need to be unapproved and deleting it and starting again (all be it by copying the original posting first) is not an acceptable answer.
kay Smith commented
whilst there maybe work arounds to this problem , they are very time consuming which is not efficient. Everyone makes mistakes, but there should be a quick easy remedy to rectify this problem.
Lesleigh Richardson commented
Unfortunately when you do approve accidently there is a work around which is to copy the Approved bill, download any attachment on it and create a new one (using the copy) adding the attachment. You then need to go back to the approved bill and VOID it. Not great but easier if you have a lot of information in the description.
Lynette Duncan commented
Very useful option to do this. So often I have accidentally clicked on Approve, when I shouldn't have. No way of going back.
Steve McKenna commented
Bills and Invoices both. I can't believe this doesn't exist.