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  1. Bills - Revert from Awaiting Approval back to Drafts

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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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    Hubertus Aps commented  · 

    Amending an pening order happens all the time, especially if the scheduled shipping date is weeks or months away. Being able to revert the invoice status to draft would save time as you do not need to credit and then recreate the order.

    Hubertus Aps supported this idea  ·