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3 results found

  1. Bills - Revert from Awaiting Approval back to Drafts

    119 votes

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    17 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for all your engagement here, everyone. We get how easy it can be to approve a bill too early, then have to delete and recreate it just to make a correction.

    Within the new bills approval workflow we’re developing, an approver will be able to reject a bill with a reason, returning it to Draft for changes and resubmission.

    An admin will also have the ability to return a stalled bill to Draft before adjusting the rule or resubmitting it.

    We want to acknowledge feedback from users in this idea that are interested in moving an already approved bill back to a draft state, and we have a separate idea that we’d recommend joining for updates.

    The bills approval flow work is in flight right now, and I’ll be back with news when this is released.

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    Karen Evans commented  · 

    The ability to undo submit for approval when submitted in error or placed in query after submitting.

    Karen Evans supported this idea  · 

  2. Bills - 'Upload supplier credit notes' button, like the 'Upload bills' feature

    124 votes

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    9 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    Gaining Support  ·  AdminPaul Hodges (Admin, Xero) responded

    Thanks for sharing your idea about expanding this feature to include credit notes (and not create them as bills).

    Now it's up to the community to get behind and support your idea. Make sure you share it with any colleagues it could also benefit, so they can add their votes and comments too!

    In the meantime, it's possible to bulk import credit notes using a CSV file, but not via this feature.

    Karen Evans supported this idea  · 

  3. Bills - Turn a draft bill into a credit note

    157 votes

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    21 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    Gaining Support  ·  AdminKelly Middleton (Admin, Xero) responded

    Thanks for sharing your idea, and letting us know the changes that matter most for you. We appreciate hearing the option to convert a draft bill into a credit note will improve your workflow.

    We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

    Karen Evans supported this idea  ·