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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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Pelham Bartlett
supported this idea
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318 votesPelham Bartlett
supported this idea
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It's the history of the bill that is important and cannot be lost. For us, bills come through Dext or ApprovalMax and we need the history to tell us who has approved the bill. If it's been approved by the correct person we can process it for payment.
If someone accidently approves the bill in Xero, who shouldn't have approved it, it must be voided and then processed via Dext/AM again and correctly approved by the relevant person so that we have the correct history behind it.