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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.

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Alicia Anderson shared this idea  ·   ·  Report…  ·  Admin →
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submitted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Thank you for sharing your thoughts on the possible solution we shared a few months ago. After careful consideration taking all feedback on board, we will not be moving forward with this solution.

We're still considering how we might solve for the issues presented here over the long term and there are other pieces of work the team are currently delving into such as duplicate bills detection that may also help solve some needs here.

That said, we'll move the idea back to Submitted and continue to keep you updated on any progression that can help the needs expressed through the idea here. Thanks

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  • Diane Mathers commented  ·   ·  Report

    This creates a continuing mess, and is already available as a 2 or 3 step process, so does not save much time. Particularly if they still need to be "fake unapproved" individually.

  • Stephen Camilleri commented  ·   ·  Report

    No not really, this work around is already available and we use it. It is exactly why we would like an “unapprove” workflow, because the workaround is so “beautifully” cumbersome!

  • Krishna Peesapati commented  ·   ·  Report

    It would be really helpful if there is an option to "send the approved bills back to drafts section" .

  • Adriane Sant'Ana commented  ·   ·  Report

    It would be great if we could void multiple bills and invoices in one go.

  • Leah Shangrow commented  ·   ·  Report

    Yes please! We have a multi-step approval process as our organization handles money that does not belong to us. If a payment is accidentally marked as approved instead of being submitted for approval (which is incredibly easy to do considering the strange button placement on bills) we MUST be able to change the bill status back to "awaiting approval" or "draft" so that our clients' money isn't accidentally sent out somewhere before all the critical review steps have been completed. If you can't easily make the bill stages revert, can you at least make the save as draft/submit for approval buttons more obvious, and put the approve button in the dropdown instead? Such a silly problem with such dangerous implications that could be so easily avoided!

  • Andrea Robb commented  ·   ·  Report

    Please, please make this a feature. It is such a time waster to have to copy and then delete the approved bill or invoice that needs to revert back to draft or waiting approval. It is a part of standard procedures that a bill or invoice is sent back to waiting approval if details need to be changed and the bill or invoice re-approved.

  • Margie Murphy commented  ·   ·  Report

    it would also be great to be able to 'unapprove' an invoice too.

  • Jacqueline Hobbs commented  ·   ·  Report

    Would be such a time saver as it's so easy to hit the Approve button by mistake.

  • Kerry Mitchell commented  ·   ·  Report

    have new client so all entered invoices I want to unapprove so the correct steps are followed for payment procedures but makes it impossible to do this.

  • Jodie Hogan commented  ·   ·  Report

    voiding and reentering is such a tedious task. It is easy to accidently hit the "approve" butting instead of the "save" drop down button.

  • Hannelie Viljoen commented  ·   ·  Report

    This would be a massive improvement and cutting back on time spent to delete and start over

  • SUSAN LOTT commented  ·   ·  Report

    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.

  • Leah Watson commented  ·   ·  Report

    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.

  • James Booth commented  ·   ·  Report

    How can this possibly not be an existing function?!

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