Settings and activity

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1. Dashboard - Show Bills and Invoices that are in 'Awaiting Approval'

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   submitted  ·  65 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Gwyneth Carson commented  ·  15 July, 2025  ·  Edit…  ·  delete…

   A glimmer of hope that UK build has been given this feature. When are we getting it in NZ? Wont hold my breath.

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   Gwyneth Carson commented  ·  15 June, 2022  ·  Edit…  ·  delete…

   Ability to see all invoices awaiting approval on dashboard. (both customer and supplier).

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   Gwyneth Carson supported this idea  ·  15 June, 2022

2. Invoices - Unapprove option

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   162 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   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 & Close which is Alt-Shift-C on Windows or Opt-Shift-C with a Mac device. I get this might be a slight adjustment to your workflow, for some to get used to. 

   We want to be upfront with you all here, that though we understand the high interest for this feature it's not something we have plans to develop in the foreseeable future. We'll share if there are any developments that'd be of interest to you all surrounding this flow.

   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 &… more

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   Gwyneth Carson commented  ·  29 June, 2023  ·  Edit…  ·  delete…

   Come on Xero. This is getting silly. Give your clients the features they need.

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   Gwyneth Carson supported this idea  ·  15 June, 2022

3. Invoices - Permanently delete invoices.

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   submitted  ·  27 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Gwyneth Carson supported this idea  ·  15 June, 2022