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.
Hi community, we can see there’s lots of interest in this idea and appreciate all your feedback and comments. We absolutely understand the value that unapproving a bill would bring to your businesses. Unfortunately, while the concept is quite simple, the technical implementation within Xero is highly complex.
The good news is that our Product team is still keen to solve this problem for you. They have a possible solution and would love to hear your response to validate their thinking.
Put simply, instead of "unapproving", the solution would bundle the following tasks into a single action so that you can effectively "unapprove" a bill much faster.
- Void the bill
- Copy the bill
- Reattach any files (IF any) from the voided bill to the copy of the bill
A primary caveat to this is you could only action one bill at a time. So, if you had multiple bills that needed unapproving you'd need to use the feature on each bill, individually. Also, as a new bill is being created in the process, there would be no history from the original (voided) bill.
All things above considered, do you feel this solution would be valuable to your business?
We’ll give you sometime to feedback, and share an update once we’ve got more clarity from the feedback and how we move forward from here.
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Karen Tyndall commented
This would be very helpful to "unapprove" instead of voiding and having to re-entre the bill
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Alison Walker commented
I can't believe that this option is not yet available and that Xero have no intention at the current time to introduce this option. Surely it's not that challenging an update that your developers can't deal with it?
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Abbie Price commented
This would cut down so much admin time if this function was available.
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Julia Bastin commented
This is a basic function, like so many, that Xero should have the ability to do.
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Tim Stone commented
Absolutely agree!
I'm in disbelief at the low level of support for this idea. I can't tell you how many times, I've accidentally clicked as approve then have to void and re-enter to get it as "Waiting Approval".
This would be **EXTREMELY** useful.
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Colleen McCudden commented
there's another suggestion with 167 votes for same thing with invoices. They two could be combined.
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Astrid Lewis commented
It would be good to unpublish a bill, to send it back to drafts. This would help where "Approve" was clicked instead of "Save" or where a bill was queried after it was published.