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1. 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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   Weronika Lis commented  ·  29 June, 2023  ·  Edit…  ·  delete…

   Voiding an invoice leaves a trace in the audit and looks suspicious.
   It really would be great to be able to reverse the approval without the need of making a mess in records.

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   Weronika Lis commented  ·  29 June, 2023  ·  Edit…  ·  delete…

   Hello All
   Please, make sure that you've clicked "vote" at the top of this page. More votes will highlight the idea to the Xero team.

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   Weronika Lis commented  ·  16 March, 2023  ·  Edit…  ·  delete…

   All, please remember to click "Vote" at the top and score how important it is for you, not just comment. Xero team is looking at vote proportions.

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   Weronika Lis supported this idea  ·  03 November, 2022
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   Weronika Lis commented  ·  03 November, 2022  ·  Edit…  ·  delete…

   Alicia Anderson - A great idea! Maybe the request will finally be noticed by Xero.

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