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.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Pam Dalby
commented
AGREED
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Stacey Buck
commented
AGREED! For us, it's reverting from Awaiting Payment to Awaiting Approval.
This became relavent for our firm when we started using Xero's Bill Pay and rolling out a managed Bill pay service. The problem is the "Approve" button is the default click on a draft Bill, but the client requires an approval process where a manager reviews the Bill and Approves. The History & Notes entry showing "Manager User Approved on X Date" is needed when they conduct their annual audit. So if I or my team accidently hits Approve instead of Submit for Approval, without a "revert" option, we have to delete the Bill we just created and start over.
With these new features Xero is rolling out, it is CRITICAL you also make it easy to install internal controls in the organizations contracting us for Bill Pay services!
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Michael Anderson
commented
I would love the option to be able to revert a bill back to draft or awaiting approval from approved as it is so easy to tick the wrong one when looking at a long list of bills from the same supplier. Especially when their document numbers are similar and long.
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Hi team, just wanting to jump in here as I notice more recent comments are referring to invoices (rather than bills). We have a separate idea for being able to un-approve invoices(https://productideas.xero.com/forums/967115/suggestions/44960953) that I recommend supporting if this is important to you. Development of Invoices and Bills is quite separate and unlikely that this feature would be implemented across both at once. While the idea for invoices has been moved to Not in pipeline it remains open for voting so we can continue to track the interest and trend for this feature.
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Kahn Mionnet-Masutti
commented
Or just a save in invoicing
Not save and close -
Rebecca Thumwood
commented
One thing that would be so helpful is an option to send a submitted bill back to drafts, if someone has submitted it for approval by mistake or if its not ready to be approved. Right now, I have to either delete the bill and start over, or wait for the person to update it, if they can. It would be so much better to just be able to send it back to drafts.
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Mark Teven
commented
100 % a great idea as when we’ll sell a machine and client wants an invoice. Then sale falls through. You void an invoice and then the invoice number is just lost. This certainly would be worth implementing.
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Carl Hague
commented
This would really help us too. We have quite a few invoices Awaiting Approval that I want to send back to Draft so that the team know where to make changes
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Elle Maher
commented
Xero does so well in so many other spaces, but the lack of being able to put an invoice back to draft is basic and frustrating. I cannot believe that this functionality is not already available. The idea of voiding an invoice and creating another isn't a great solution.
Just think about an opportunity where a company has said they will donate $200k to our charity and we raise an invoice to them, only to hear back that this is still underway for approval. Rather than VOID, it would be great to revert to DRAFT and then when confirmation is received, it is a simple approval and send.
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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.