Settings and activity
7 results found
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61 votes
Alicia Anderson
supported this idea
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619 votes
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.
An error occurred while saving the comment An error occurred while saving the comment Alicia Anderson
commented
No, creating a one-click option of the pre-existing work around is NOT a desirable solution. The "unapprove" option would be helpful for me as we run a labour hire business and some of the labour is sub-contractors. I enter their invoices but I don't approve them until I receive a copy of their approved time sheet. As I have quite a few invoices to add it's very easy to press the approve button before I realise what I've done. If you're not ready to add the "unapprove" button why not have a pop-up that comes up when you press approve that says "Are you sure you want to approve?" Or a green "OK" that when you click it all the options come up ie: "What would you like to do?: save, approve, revert to draft, delete?
Alicia Anderson
shared this idea
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632 votes
Hi team, wanting to provide an update to you here, we want you to know we understand the efficiency more users would like to have in being able to automate the creation of the Xero subscription invoice inside their Xero org.
To highlight from my last update for UK users this is possible with eInvoicing through the online invoice (My Bills page).
This is still something we're interested in developing in more regions however isn't planned in our roadmap just yet.
When resource opens up for us to be able to pick this work up we will share an update with you all on this here. Thanks for staying engaged and supporting in this idea.
An error occurred while saving the comment Alicia Anderson
commented
Totally agree!
Alicia Anderson
supported this idea
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210 votesAlicia Anderson
supported this idea
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181 votesAlicia Anderson
supported this idea
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498 votes
Thanks for everyone's support in this idea. We understand the strong feelings expressed in your comments, where an invoice can be accidentally approved when still needing to go through a review or remain in a draft status.
As suggested by some users in this thread, if this has already occurred an option for now would be to add a note to the history of the invoice so other users are aware of the action and what needs to be done, or alternatively Void the invoice and copy to a new Draft invoice (consider if you need to change the invoice # before voiding the approved one, so you can use this on the new draft invoice).
While not a resolution for this idea, to avoid mistakenly approving an invoice an option could be to make use of the keyboard shortcuts that are now available in invoicing such as Save &…
An error occurred while saving the comment Alicia Anderson
commented
In Xero Bills section it's asking for feedback on their "fresh new look". I keep clicking on "leave feedback" (top right) and requesting the unapprove feature there.
Alicia Anderson
supported this idea
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550 votes
Hi community, we understand the appetite surrounding this idea and how automation of customer statements could have a big impact on your efficiency and free up a lot of precious time to do more valuable tasks. As noted in my last update this has been high on our product teams radar and we wanted to let you know that we're now looking into how we might leverage Invoice reminders as a means to solve for needs in this idea.
Very early in the teams discovery at this point, but we'll share further updates with you here.
Alicia Anderson
supported this idea
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An error occurred while saving the comment Alicia Anderson
commented
This should totally be a feature, you can set up auto invoicing why not this??!!
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?"