Bills - Revert from Awaiting Approval back to Drafts
More than once I've accidentally clicked on submit for approval when I only wanted to save and leave the Invoice or bill in Drafts. It would be so handy if there was a 'revert back to drafts' option.
Caroline Walters
shared this idea
Thanks for sharing your idea, we appreciate you explaining how a revert option could help when bills or invoices are accidentally submitted for approval.
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Natasha Delport
commented
This would help if you could move the invoice back from await payment to draft or await approval. So many times I get people asking me to move the invoice back to await approval. This would be a huge step in the right direction. A lot of companies would benefit from this.
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Antoinette Micallef
commented
This is such an important function that has been available in other programs for many years.
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Daria Williamson
commented
This is really basic functionality, and it's so frustrating that it isn't available. It's so easy for someone to accidentally approve or send an item for approval when they're working through a big list. Having to void and create again is a real waste of time - given that Xero has been talking about how it improves efficiency, this idea is a really simple way to make it quicker and easier to fix errors.
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Jenn Lowe
commented
It would also be good to have the option to revert approved bills and invoices to draft. More than once I've approved something only to have new information come to light, e.g. a dispute or warranty claim, and I want to move that item back to drafts until the situation is resolved. Currently the work-around is to copy the item to a new draft and then void the original, but that's clumsy and time-consuming.
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Karen Evans
commented
The ability to undo submit for approval when submitted in error or placed in query after submitting.