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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…
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Margaret Wales
commented
I agree just a simple option in the Awaiting Payment screen next to 'Add Planned Date' stating 'Revert to Awaiting Approval' would be much simpler than having to void/copy & transfer files.
For the person who approved 30 invoices incorrectly just tick all the invoices pending payment & choose the "revert to awaiting approval' tab
An error occurred while saving the comment Margaret Wales
commented
Would rather unapprove with all the details attached such as notes that might be attached to the invoice as these are important. If more than i to be unapproved why can't you have the option to tick every one & choose unapprove at the top the same as you do to approve
Thanks for looking into
Margaret Wales
supported this idea
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217 votes
Appreciate the interest here, everyone. Being open this isn't something we have current plans for.
Thanks for noting the optional paths atm, Paula! Understand it's not the solution being asked here however for those that haven't already we'd recommend looking to connect Hubdoc to help automate the process. 🙂
Margaret Wales
supported this idea
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47 votes
Thanks for your engagement here, Charl. While not a complete solution you may find the use of the 'Home' button on your keyboard helps you quickly navigat back up the page 🙂
Margaret Wales
supported this idea
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8 votes
Appreciate the feedback, Karen and have shared with our team. Not something we have immediate plans for but we'll track the interest for this here.
Margaret Wales
supported this idea
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64 votesMargaret Wales
supported this idea
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7 votesMargaret Wales
supported this idea
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3 votesMargaret Wales
supported this idea
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So I am getting that the bill will then re appear back in the awaiting payment file as a new bill. The history may possibly not be an issue as you could copy the history details prior to hitting whatever tab is used to 'un-approve' & then paste into the new bill notes.
Sounds ok for a single but I guess for multiple bills it would be a bit more time consuming.