Settings and activity
6 results found
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498 votes
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 &…
Leah Shangrow
supported this idea
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An error occurred while saving the comment -
622 votes
Hi team, thanks for staying engaged with us here. From your feedback our product teams clearly understand there are legitimate use cases and scenarios in which you’d like to be able to simply unapprove a bill.
While seemingly simple there is a bit of underlying work that needs to be done within Bills to enable us to build this functionality - As you’ll have experienced within the Bills list view - we’re in the process of uplifting the pages in Bills with updated technology that’ll unlock our ability to develop features like unapprove.
So, while it’s not in our roadmap atm, we’re tuned in here and will continue to assess how we may solve this as we plan our future roadmap. I’ll make sure to share any progress with everyone here.
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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189 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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75 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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9 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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33 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?