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425 votes
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…
Sue Lyons
supported this idea
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93 votes
An error occurred while saving the comment -
150 votes
An error occurred while saving the comment Sue Lyons
commented
I have a number of clients who use Xero Projects and having to enter bills via Hubdoc and then edit them within Xero to add the project codes is incredibly frustrating & time consuming.
It seems to be a simple data extraction feed and if it can be done for contact names, account codes etc, I don't understand why it can't be done for project code.
This is a basic requirement and should definitely be implemented urgently - it doesn't sound overly complex to code. I have suppliers who keep putting my clients on stop as we go over various different credit limits. I need to be able to set this in Xero so it flags up when we've gone over and I can make an interim payment.