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  1. 416 votes

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    Hi community, we can see there’s lots of interest in this idea and appreciate all your feedback and comments. We absolutely understand the value that unapproving a bill would bring to your businesses. Unfortunately, while the concept is quite simple, the technical implementation within Xero is highly complex.

    The good news is that our Product team is still keen to solve this problem for you. They have a possible solution and would love to hear your response to validate their thinking.

    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

    A primary caveat to this is you could only action one bill at a time. So, if you had multiple bills that…

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    Antoinette Micallef commented  · 

    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?

    Antoinette Micallef supported this idea  · 
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    Antoinette Micallef commented  · 

    I don't think this would be the best solution.

    In most cases, we need to keep the history that is associated with the invoice.
    We may need to also keep the invoice number. This may be because it is associated with an add-on program.

    If there is a small error with the invoice or just approved in error, it would be much more useful if we were able to revert the invoice to a draft.

    The ability to revert to a draft will also enable us to manually calculate interest for non-payment and add it to the invoice it applies to while Xero works on the ability to automatically add interest to late payments on invoices.

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    Antoinette Micallef commented  · 

    There is another thread for this

    https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/44960953-invoices-unapprove-option

    If anyone here would like to join. It currently has 240 Votes.

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    Antoinette Micallef commented  · 

    This is a very important feature. It would make my life so much easier.
    While this is something most other accounting software have, not sure why Xero is unable to provide this feature.

    It is part of basic accounting and feels like Xero is starting to lag behind in a number of areas.

    May be time to move back to MYOB.

  2. 576 votes

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    Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.

    As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).

    We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.

    That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.

    In the meantime, as has been shared by others over time there are a few ways you could accomplish this…

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    Antoinette Micallef commented  · 

    Hi everyone

    Try leaving a review on Trustpilot.

    https://au.trustpilot.com/search?query=xero

    Xero reply to these comments as they want to look good for their new overseas market.

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    Antoinette Micallef commented  · 

    On a previous note, I was using MYOB before coming over to Xero.

    While I find Xero easier to use, MYOB had a lot more functionality. And after using MYOB for a short time got used to it and was easy for me to use.

    The two main things that I have requested from Xero, are that they enable the system to change an invoice that was approved in error to a draft. Having this feature would also make it possible to add interest manually calculated to the invoice. This would at least be a step in the right direction.

    As with MYOB, the system should have the capability to automatically calculate the interest owing based on the terms inputted into the client card.

    Just an idea for both Xero and anyone wanting to consider another program.

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    Antoinette Micallef commented  · 

    Just a question for admin, please.
    Can you provide an indication of how long it will take to complete your technology upgrades?
    This feature has been requested over a year ago and your last comment advising of the upgrades was in October of last year.
    Your feedback is appreciated.
    Thank you

    Antoinette Micallef supported this idea  · 
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    Antoinette Micallef commented  · 

    I agree.

    This feature is free in other accounting programs. The ability to charge interest on late payments is a basic accounting process. Is Xero not an accounting program?

    There is obviously a lot of support for this feature, as below comment, profit must be their main objective here, not their customers.

  3. 911 votes

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    Hi community, appreciate the want for more of an update from us on this highly voted idea. Since Kelly’s last message I am pleased to let you know that our product team has done some discovery work in this space. More specifically, exploring the different ways in which the problem could be solved in Xero, alongside understanding the technical challenges. The feedback you’ve shared has been really useful for our product team’s research 🙏

    We recognise the importance of needing to know which bills are flagged, so people making payment can review whether a bill should be paid or not, to avoid inadvertent payment. Being able to improve this workflow is important to us and once we have solution concepts, we will be sure to reach out to this community for feedback.

    Right now there are no specific time frames available as to when this might be worked on, but…

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    Antoinette Micallef commented  · 

    Hi all

    If you want Xero to notice, you need to leave a review on Trustpilot
    https://au.trustpilot.com/search?query=xero
    There are many overseas users leaving a review you might like to see then leave your own review.

    Antoinette Micallef supported this idea  · 
  4. 104 votes

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    Thanks for your contributions and voting on this idea, community. While we're seriously taking on board your feedback for how and why being able to hold selections across pages would be helpful when processing batch payments, we want to be open that this isn't a focus area for product at this time.

    We'll continually reassess ideas where there's opportunity, so please keep adding your votes and interest, here. If there's any development planned we'll be certain to share this with you all.

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    Antoinette Micallef commented  · 

    I have noticed that the lack of this feature has caused errors when processing bill payments, mainly from rushing after having to reselect bills for the third or so time.
    Do you have a recommendation when processing payments that go over to the next page but not paying all bills?
    As for Dennis's comment, I agree. It seems to be that Xero is focussing on making their program look attractive for their new overseas customers they are trying to gain.
    Might be an idea to voice your opinion on something like Trustpilot
    https://au.trustpilot.com/review/www.xero.com. Just make sure to make your comment informative with positives and negatives so future customers know you are genuine.

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    Antoinette Micallef commented  · 

    This is so annoying and prone to errors not to mention so time-consuming. This makes me feel like I would be better off without Xero and processing manually.

    When considering other basic features that are missing from Xero, I feel like this program has been designed by a ComputerTek rather than an accountant.

    Antoinette Micallef supported this idea  · 
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    Antoinette Micallef commented  · 

    I also find that this would be useful when needing to click into a bill to check or edit it if ticked bills could stay ticked. It is extremely frustrating when having to start from the beginning each time re-ticking all of the previously checked invoices because they have become unticked. Doing this, or not checking invoices in doubt, would increase the likelihood of making mistakes due to the incorrect invoice being ticked. Not good business practice.

  5. 56 votes

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    Hi everyone, thanks for voting and sharing your feedback here. 

    From the Contacts page you can already click the quick link to the official ABN lookup page to verify a number yourself. Our product team have reviewed the commentary here and appreciate that the ability to do this from within Xero would enhance the process, however at this stage there are no firm plans or timelines surrounding this. As always we'll be sure to return here if there's more news to share 📢

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    Antoinette Micallef commented  · 

    MYOB has a feature where the letters ABN appear near the suppliers business name in green if the suppliers' details are up to date and orange if they are not up to date.

    This enables us to see at a glance if the company details are still up to date. It is our legal responsibility to ensure that the supplier we are paying is still registered and to deduct additional tax if they are no longer registered.

    It is unrealistic of Xero to expect its users to log in the the ABN Look-up website each time we are about to pay a supplier, particularly when so many of us are paying numerous suppliers each week.

    I have noticed that Xero has finally been replying to these comments by saying that these requests are not in the pipeline in the foreseeable future. Is this the best you can do? You are falling behind. We have already changed our management program and the accounting program will at this rate be next.

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    Antoinette Micallef commented  · 

    MYOB has the letters ABN in green next to the supplier's name indicating that they are still registered.
    This is such an efficient way of checking businesses are still registered. No need to open up ABN Check online and type in the ABN.
    If the leters ABN are in orange, their ABN is no longer current.

    Antoinette Micallef supported this idea  · 
  6. 225 votes

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    Antoinette Micallef commented  · 

    It is a requirement to be able to have proof of when an email was sent to a client or supplier with the details of what was in the original email.
    MYOB has the ability to select whether an email is sent from them or from our emails.
    Sending from our emails enables us to search for emails and resend them with a thread showing the date and time when the last email was sent.
    This is a necessary feature.

    Antoinette Micallef supported this idea  · 
  7. 459 votes

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    Hi everyone, appreciate there are more regions users would like to see us adopt solutions for and we'll keep you in the know of any progress, here.

    In the UK, we have some updates with the bill payments method with Crezco. You now have more control of your cashflows with the ability to schedule bills to be paid at a future date using direct bank transfer. This'll help avoid potential bank charges for same day transactions, and missing due dates. Along with this you'll also be able to stay up to date with your payments with real-time payment status in Xero. Meaning you don't have to log into your bank to check the status of each bill payment. With an overview of all payments made using direct bank transfer, you have an accurate record of which suppliers have been paid, and when.

    Antoinette Micallef supported this idea  · 
  8. 71 votes

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    Antoinette Micallef supported this idea  · 
  9. 540 votes

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    Antoinette Micallef supported this idea  · 
  10. 317 votes

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    Antoinette Micallef commented  · 

    Why have Xero Developers not updated their program to enable this feature?
    Do they even look at these comments?

    Is someone within Xero able to provide an update to everyone as to when/whether this feature will be enabled?

    Maybe we should all contact support?
    https://central.xero.com/s/contact-support

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    Antoinette Micallef commented  · 

    The ability to revert approved bills to a draft is an essential feature to have along with the ability to add interest for late payments, or at least the ability to add additional line items to an approved invoice.

    Unfortunately, I get the feeling that Xero is more interested in kick backs received from plugins rather than their customers requirements. This is giving me second thoughts as to weather I should keep Xero or go back to MYOB as the above is general accounting that is included in MYOB.

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    Antoinette Micallef commented  · 

    This feature is a must. At times invoices are approved by accident and need to be reverted to drafts or unapproved.

    This should be a basic function within Xero.

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    Antoinette Micallef commented  · 

    I agree. Anything that needs approval needs the ability you un-approve or revert to draft.
    It is too time-consuming to have to copy and void an invoice approved in error.

    This raises the risk of not voiding the invoice correctly, having a messy accounting system, double handling, and extra time taken for the whole process when a button or dropdown can be added to revert the approved invoice to a draft.

  11. 25 votes

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    Antoinette Micallef commented  · 

    This would be very helpful. Unfortunately, when I try to copy a card file from one entity to the other, Xero has a meltdown and it doesn't work. Sometimes, one company file will revert to match the other so you don't know which file you are working in. This needs to be fixed.

    Antoinette Micallef supported this idea  · 
  12. 16 votes

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    Antoinette Micallef commented  · 

    This would be a really helpful feature.

    It would also be good if I could open different tabs and view our different organizations without Xero changing the organization that is open on the other tabs.

    Currently, when I have 2 tabs open, one for each organization, the one that I am not working on will change to match the tab I am on. Having different tabs open for each organization assists me in ensuring that when transferring funds from one to the other in loan accounts, that everything matches as it should.

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  13. 4 votes

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    Antoinette Micallef supported this idea  · 
  14. 10 votes

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    Antoinette Micallef supported this idea  · 
  15. 164 votes

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    Antoinette Micallef supported this idea  · 
  16. 55 votes

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    Antoinette Micallef supported this idea  · 
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    Antoinette Micallef commented  · 

    I agree. I was using MYOB prior to moving over to Xero. There are some functions that are standard with MYOB which are add on's in Xero. One of them is the ability to work out and charge interest on overdue invoices.

    I have looked at Latechaser and while this looks like a good program, it is simply not feasible for my business to have to pay another subscription for something that is free with my previous accounting program.

    Please look into adding this feature to Xero.

  17. 115 votes

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    Antoinette Micallef commented  · 

    This feature would be very helpful when it has been approved in error or if you need to add a line to it for interest charged on late payments.

    Antoinette Micallef supported this idea  · 
  18. 149 votes

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    Antoinette Micallef commented  · 

    This would be helpful as there are times when clients change their minds and decide not to proceed. I end up with too many Voided invoices and it doesn't look good if Audited that there are so many Voided client invoices.

    Perhaps if when choosing to delete there is a warning similar to Journal entries of the potential risk when deleting invoices.