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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.

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Alicia Anderson shared this idea  ·   ·  Report…  ·  Admin →
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Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi team, thanks for staying engaged with us here. From your feedback our product teams clearly understand there are legitimate use cases and scenarios in which you’d like to be able to simply unapprove a bill.

While seemingly simple there is a bit of underlying work that needs to be done within Bills to enable us to build this functionality - As you’ll have experienced within the Bills list view - we’re in the process of uplifting the pages in Bills with updated technology that’ll unlock our ability to develop features like unapprove.

So, while it’s not in our roadmap atm, we’re tuned in here and will continue to assess how we may solve this as we plan our future roadmap. I’ll make sure to share any progress with everyone here.

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  • Teck Kua commented  ·   ·  Report

    My accountant has accidentally approved a bill in Xero that should have been approved by the budget holder in ApprovalMax. The bill is now locked and unable to be altered in ApprovalMax. It would really be useful to be able to unapprove the bill.

  • Sharon King commented  ·   ·  Report

    It's frustrating that I can't unapprove a bill. Would love to see this in new releases.

  • Matthew Coxhead commented  ·   ·  Report

    Surely this can't be that hard to implement, far easier than deleting and re-entering the information.

  • Judy Barnet commented  ·   ·  Report

    I would like to see this idea of being able to unapprove bills being implemented

  • Ben O'Duhring commented  ·   ·  Report

    We need the ability to reverse the approval of an invoice, for the times that they are accidentally approved. We need to be able to see them again in our draft invoices.

  • Elisa Wismann commented  ·   ·  Report

    It would be great if you could change the status of a bill from Approved for Payment to Awaiting Approval, rather than voiding it and starting again. For those times where you accidently Approve a bill rather than Awaiting Approval.

  • Victoria Willment commented  ·   ·  Report

    Draft bills

    It would be helpful if you could change the status of a bill from approved back to drafts.

  • Shannon McMonigal commented  ·   ·  Report

    This would be such an important, and helpful, feature. Far more helpful than anything introduced with New Invoicing.

  • Steve Barnard commented  ·   ·  Report

    Seems like this feature has been widely requested and needed by many of you customers including myself but you have taken the unilateral decision to not solve it or give any rational for your decision. Not helpful to say the least !

  • Sonya Lees commented  ·   ·  Report

    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.

  • Justine Quarrell commented  ·   ·  Report

    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

  • Alicia Anderson commented  ·   ·  Report

    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?"

  • Nick Tilly commented  ·   ·  Report

    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.

  • Peter Miles commented  ·   ·  Report

    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 !

  • Peter Or commented  ·   ·  Report

    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.

  • Jon Nix commented  ·   ·  Report

    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!

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