Settings and activity
5 results found
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24 votes
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Kerry Mitchell
supported this idea
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619 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 Kerry Mitchell
commented
As others have suggested, it would be good to have a drop down "Revert to Awaiting Approval" something just very simple to do.
We have had clients' files where we have taken over files and all bills are approved, whereas they actually haven't been approved for payment. So, in cases like this we need something simpler to remove the approved status.
An error occurred while saving the comment Kerry Mitchell
commented
have new client so all entered invoices I want to unapprove so the correct steps are followed for payment procedures but makes it impossible to do this.
Kerry Mitchell
supported this idea
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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 &…
Kerry Mitchell
supported this idea
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109 votes
An error occurred while saving the comment Kerry Mitchell
commented
Yes very time consuming when doing big payrolls, we have to then go and do a manual journal for all allowances, super, leave for everything we can't code on timesheets.
Would be great to be able to set this up on their templates with the option of being able to split out the coding also so if an employee was working on several jobs.
Kerry Mitchell
supported this idea
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53 votesKerry Mitchell
shared this idea
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Yes, this is very much needed.