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  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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    Rebecca Thumwood commented  · 

    One thing that would be so helpful is an option to send a submitted bill back to drafts, if someone has submitted it for approval by mistake or if its not ready to be approved. Right now, I have to either delete the bill and start over, or wait for the person to update it, if they can. It would be so much better to just be able to send it back to drafts.

    Rebecca Thumwood supported this idea  ·