Unapprove

Once an invoice in the accounting program Xero is approved with the wrong customer on it, no button sends it back to draft. The manual fix, copying the invoice with its files and then voiding the original, takes a minute for one invoice and an afternoon after a bad import of forty. Unapprove runs that routine for a whole selection of sales invoices and bills.

The new draft keeps the original number, and the voided one is renamed with a -V suffix. A void cancels a document for good, so the draft copy and its attachments are made first. If the copy fails, the original stays as it was. Every run starts with a preview of each selected document, and nothing is written until you type the count in the form "UNAPPROVE 37".

Documents with an applied payment, an allocated credit note, an archived contact or a date in a locked period are skipped, each with its reason. Attachments over 10 MB cannot be copied, so those originals can only be voided.

Separate runs void a batch without copies, or remove payments and then void, with reconciled and batch payments left alone. Bulk write-offs of small or bad-debt balances are included as well. According to the privacy policy, the attachment export sends files from Xero straight into your download without storing them. It only reads, and every invoice, bill and credit-note file arrives in dated ZIP folders.