Enter your idea

I enter bills into draft during the month and for certain suppliers there are various transactions all going to one supplier which is then only approved once the statement has been received and checked. Being able to revert to draft if the approve option has been prematurely selected would be very helpful, or at the least a double warning for approvals.

Currently I just remember and edit the approved invoices accordingly as I don't want multiple voided entries in the system.

Yes important as having to delete and reissue and this may have been processed in error on to VAT as well so better to have the trail than just delete and re enter

Please fix this!

Please get this sorted Xero

If you can revert a whole Payroll to draft why can't an unpaid bill be reverted to draft??

At the very least there could be a pop up that says "Are you sure you want to approve?"

Once again, this confirms to me that XERO is not especially interested in addressing the needs of its customers or understanding how users use XERO and the pain points we encounter.

XEROs response is basically "it's too hard" is disappointing to say the least.

Well that clearly indicates that you have not taken the feedback on board. Not sure there is any point in this arena as so little gets taken on board, and similar points are diluted as they are not combined to show the real depth of feeling. There needs to be a better subdivisional structure so people can add to comments rather than add a new one because they can't see easily what is already there, sometimes multiple times !

Simply reverting a status would turn into a difficult coding for the dev team and I am not sure if that really justify the coming price / the premium price now.

That's really disappointing. The actual problem we are asking to have a solution for is clearly valid so I can only assume this is too hard to implement from a technical perspective. Hopefully one day!

I'm not sure why Xero have rejected this idea

How is this a solution Xero? Surely a drop down with revert to awaiting approval would be a better option. Perhaps your product team need some technical advice with people who have some technical experience to get this program working more effectively on many levels!! Becoming increasingly frustrated by the lack of features in Xero..

Appreciate the technical complexities and the work around provided...but this needs more development time as it is clearly an issue for a lot of people.

So I am getting that the bill will then re appear back in the awaiting payment file as a new bill. The history may possibly not be an issue as you could copy the history details prior to hitting whatever tab is used to 'un-approve' & then paste into the new bill notes.

Sounds ok for a single but I guess for multiple bills it would be a bit more time consuming.

This is a very useful feature

Bless. But in no way can the steps offered be considered a solution. It's a bodge fix at the very best.

I agree just a simple option in the Awaiting Payment screen next to 'Add Planned Date' stating 'Revert to Awaiting Approval' would be much simpler than having to void/copy & transfer files.

For the person who approved 30 invoices incorrectly just tick all the invoices pending payment & choose the "revert to awaiting approval' tab

As others have suggested, it would be good to have a drop down "Revert to Awaiting Approval" something just very simple to do.

We have had clients' files where we have taken over files and all bills are approved, whereas they actually haven't been approved for payment. So, in cases like this we need something simpler to remove the approved status.

This solution
"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"

Is not very practical if someone has just raced through and approved 20 or 30 invoices that shouldn't have been approved.

This is not a solution.

What is needed is to revert to - (Dropdown menu same as in the invoicing page > e.g. more) > Revert to Draft > Revert to Awaiting Approval.

This should appear at the top of the Awaiting Payment page next to the Add Planned Date and Print buttons so that we can select the Bills that need to be reverted.

This would also be useful in the invoicing section. e.g. when adding interest for late payments. If we can revert the invoice to Draft or Awaiting approval as above, we will have all the history for that invoice and the ability to manually calculate (at this stage) the interest owed and apply it to the invoice in question as per common accounting practices.

Also a question for Xero @Kelly Munro, how long do you plan on waiting for feedback before moving forward?

would this be available for invoices as well? this is where we require it, when an invoice is approved by accident!