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82 votes
Roy Moorefield
supported this idea
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433 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…
Roy Moorefield
supported this idea
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4 votes
An error occurred while saving the comment Roy Moorefield
supported this idea
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10 votes
Hi James, to clarify would this be when using Xero Expenses app to submit receipts or when emailing bills to your organisation? Thanks
An error occurred while saving the comment Roy Moorefield
commented
If I may chime in here, I think there is an aspect of this need for both Xero and Xero Expenses.
On Xero Expenses, as two of a number of examples I can cite, most airline and hotel reservations are confirmed through emails. Being able to forward those emails (and ideally having them go through an initial scanning process) would be much easier than downloading to a PDF file then uploading the file in Xero Expenses.
For Xero itself, James provided one example for an inline bill with no attachment, which I agree with. We have a number of vendors that where that is the case. We also have vendors (like Xero) who send us an email with a link that we have go retrieve the invoice through the link to attached it to the bill. The ability to shortcut that process would be great, such as clicking on the link from inside Xero so that invoice is uploaded and scanned in one action.
Finally, and related, in Xero, if have a bill set up as a repeating bill, I forward the invoice to the Xero file library (to avoid creating a duplicate bill). In matching it up to the repeating bill, I have to update the information from the invoice manually (number, dates, amounts, etc.). It would be great if in that process certain key information could be scanned in.
Thanks, RoyRoy Moorefield
supported this idea
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23 votesRoy Moorefield
supported this idea
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An error occurred while saving the comment Roy Moorefield
commented
Agreed. And even with transactions in the same day, the fx rate the bank uses fluctuates. Thus, when the amount in the reporting/base currency is known, there should be some way to ensure the expense matches what the bank, etc. is using.
Really agree. First big gap I've seen with what Zoho offers and what Xero offers on the expense function.