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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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  • Leah Shangrow commented  ·   ·  Report

    Yes please! We have a multi-step approval process as our organization handles money that does not belong to us. If a payment is accidentally marked as approved instead of being submitted for approval (which is incredibly easy to do considering the strange button placement on bills) we MUST be able to change the bill status back to "awaiting approval" or "draft" so that our clients' money isn't accidentally sent out somewhere before all the critical review steps have been completed. If you can't easily make the bill stages revert, can you at least make the save as draft/submit for approval buttons more obvious, and put the approve button in the dropdown instead? Such a silly problem with such dangerous implications that could be so easily avoided!

  • Andrea Robb commented  ·   ·  Report

    Please, please make this a feature. It is such a time waster to have to copy and then delete the approved bill or invoice that needs to revert back to draft or waiting approval. It is a part of standard procedures that a bill or invoice is sent back to waiting approval if details need to be changed and the bill or invoice re-approved.

  • Margie Murphy commented  ·   ·  Report

    it would also be great to be able to 'unapprove' an invoice too.

  • Jacqueline Hobbs commented  ·   ·  Report

    Would be such a time saver as it's so easy to hit the Approve button by mistake.

  • Kerry Mitchell commented  ·   ·  Report

    have new client so all entered invoices I want to unapprove so the correct steps are followed for payment procedures but makes it impossible to do this.

  • Jodie Hogan commented  ·   ·  Report

    voiding and reentering is such a tedious task. It is easy to accidently hit the "approve" butting instead of the "save" drop down button.

  • Hannelie Viljoen commented  ·   ·  Report

    This would be a massive improvement and cutting back on time spent to delete and start over

  • SUSAN LOTT commented  ·   ·  Report

    we have for internal control a procedure where a manager approves bills entered by the accounts clerk. The person approving does not necessarily check for correct date or coding, nor should they need to, their main task is to approve that it is a valid charge and okay to pay.
    If we pick up that an incorrect date has been entered on a multi-line bill, what a time consuming process to have to delete it and re-enter all the lines!
    We need to be able to reverse the approval, edit the incorrect data, and re-submit for approval.

  • Leah Watson commented  ·   ·  Report

    If the payment hasnt been allocated, you should be able to revert a bill from approved back to draft. Its 2023 after all. Come on Xero.

  • James Booth commented  ·   ·  Report

    How can this possibly not be an existing function?!

  • Maureen Capplis commented  ·   ·  Report

    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.

  • Christine Hall commented  ·   ·  Report

    Come on XERO get your act together. This is embarrassing..... sort it.

  • David Haynes commented  ·   ·  Report

    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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