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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Janet Hiern commented
Definitely need this. Also for invoices.
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Elaine Stainforth commented
Defo need this!
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James Booth commented
How can this possibly not be an existing function?!
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Ange Magrath commented
This is a much need tool
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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.
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Christine Hall commented
Come on XERO get your act together. This is embarrassing..... sort it.
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Antoinette Micallef commented
There is another thread for this
If anyone here would like to join. It currently has 240 Votes.
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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
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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.
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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.
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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.
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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.
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Steve McKenna commented
Bills and Invoices both. I can't believe this doesn't exist.
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Ros Doherty commented
This would be a very useful option
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Bernie Sinclair commented
Would be very useful.
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Karen Tyndall commented
To have this option to "unapprove" or return to "draft" would be so helpful, come on Xero surely its not that hard...?
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Sally Lane commented
To be able to unapprove would be very useful. Its very easy to click the Approve button instead of the Submit for Approval button by mistake!
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Antoinette Micallef commented
This is a very important feature. It would make my life so much easier.
While this is something most other accounting software have, not sure why Xero is unable to provide this feature.It is part of basic accounting and feels like Xero is starting to lag behind in a number of areas.
May be time to move back to MYOB.
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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?