Settings and activity
6 results found
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318 votes
Leah Shangrow
supported this idea
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An error occurred while saving the comment -
419 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…
An error occurred while saving the comment Leah Shangrow
commented
Yes please! We have a multi-step approval process as our organization handles money that does not belong to us. If a payment is accidentally marked as approved instead of being submitted for approval (which is incredibly easy to do considering the strange button placement on bills) we MUST be able to change the bill status back to "awaiting approval" or "draft" so that our clients' money isn't accidentally sent out somewhere before all the critical review steps have been completed. If you can't easily make the bill stages revert, can you at least make the save as draft/submit for approval buttons more obvious, and put the approve button in the dropdown instead? Such a silly problem with such dangerous implications that could be so easily avoided!
Leah Shangrow
supported this idea
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101 votes
An error occurred while saving the comment Leah Shangrow
commented
Agreed, we need this feature asap because different payments methods are handled by different people within our org (cheques versus wires, for e.g.), so to have a place to immediately see how we need to pay the bill (and therefore who is responsible for paying it) is pretty critical. It's surprising Xero doesn't even have a place to record this on the contact page.
Leah Shangrow
supported this idea
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38 votesLeah Shangrow
supported this idea
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An error occurred while saving the comment Leah Shangrow
commented
Agreed, also need this functionality for purchase order templates. Tracking categories are important for approvals when crediting certain sales agents so the fact you can't export the purchase order from xero with all the necessary information seems like a huge oversight on Xero's part. Hope to see this developed soon.
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5 votes
An error occurred while saving the comment Leah Shangrow
commented
Upvote. This is a dealbreaker. As a Canadian company in an international market our ability to compete with large American firms hinges on our ability to fully operate in USD. We have been recently onboarding with Xero as an alternative to Quickbooks but this is a huge oversight on Xero's part and we are now strongly reconsidering returning to your competitor.
Leah Shangrow
supported this idea
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19 votes
An error occurred while saving the comment Leah Shangrow
commented
Surprising Xero can't do this. Quickbooks can. Xero please escalate this development project? We are considering leaving Xero because it doesn't have this critical functionality and it's costing us too much money in manual labour to calculate it all outside your software.
Leah Shangrow
supported this idea
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There is another open product idea for this same problem, that has 276 votes.
https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/45925075-bills-option-to-unapprove
Seriously xero! That's 540 people who have now upvoted this critical feature over th elast 8 years since it was first propsed. What does it take to get Xero to pay attention to the needs of their customers?