Guides

Step-by-step guides for the clean-up jobs people search for: how to do each one by hand, where the manual way stops being practical, and how Unapprove does it in bulk.

• Unapprove an invoice or bill, one or many: a guide for Xero users
  No unapprove button: the void, copy and re-attach routine, where it stops being practical, and running it on a whole batch.
• Bulk void approved invoices and bills, or delete drafts: a guide for Xero users
  Which documents can be deleted or voided in bulk, which only one at a time, and how to void a batch.
• Download all attachments and receipts: a guide for Xero users
  The one-file-at-a-time routes, what they leave out, and how to get every attachment as dated ZIP folders.
• Bulk unapprove bills: a guide for Xero users
  No unapprove for bills: when to edit instead, the manual route back to draft, and running it on a whole selection.
• Export all receipts and attachments before you cancel: a guide for Xero users
  The notice period, what the exports leave out, a checklist, and how to get every file out with an index.
• Year-end clean-up checklist for duplicate and misposted invoices: a guide for Xero users
  Find duplicates and misposted lines before the lock date, then void or redo a large batch.
• Void paid invoices in bulk: a guide for Xero users
  Remove the payment, then void: the manual steps, what to check first, and doing it for a batch.
• Undo a bad CSV import of invoices: a guide for Xero users
  No undo button: delete the drafts, void or unapprove the approved ones, and what happens to the numbers.
• Write off many invoices and bad debts at once: a guide for Xero users
  The credit-note method, its tax and lock-date catches, and clearing a whole selection with an undo.
• Send invoices and bills from awaiting approval back to draft: a guide for Xero users
  What Xero offers for documents stuck in awaiting approval, and sending a batch back to draft.
• Invoice number already exists? Reuse the number of a voided invoice: a guide for Xero users
  Find which invoice holds the number, why a voided number stays used, the rename-first order, and keeping numbers across a batch.
• Should you void an invoice or issue a credit note? A guide for Xero users
  Edit, void or credit: what Xero says for each case, and what can be done in bulk.
• Repeating invoices approved or sent by mistake: a guide for Xero users
  Fix the template first, then clear what it created, and why a sent email cannot be recalled.
• Duplicate invoices after a Shopify, Amazon, A2X or Link My Books sync: a guide for Xero users
  Why sales syncs post twice, removing the copies by hand, and voiding a whole batch of approved ones.
• Invoices posted twice after a migration or conversion: a guide for Xero users
  Conversion balances, open invoices that came across twice, and clearing the extra copies.
• Duplicate bills from Dext, Hubdoc or the bills inbox: a guide for Xero users
  Xero's duplicate bill review, where it stops with paid bills, and clearing a large batch.
• An app sent invoices or bills in as approved instead of draft: a guide for Xero users
  Change the app setting first, then take what it approved back to draft with the same numbers.
• Delete all invoices, or start over: a guide for Xero users
  No reset button: delete the drafts, void the approved ones, or start a new organisation.
• Move invoices entered in the wrong organisation: a guide for Xero users
  Export from one organisation, import into the other, carry the files across, void the originals.
• Wrong tax rate on approved invoices and bills: a guide for Xero users
  Edit, find and recode, credit note or return adjustment for a wrong VAT or GST rate, and redoing a batch as drafts.
• Wrong contact on an approved invoice or bill: a guide for Xero users
  What can be edited after approval or payment, what to do when Edit is blocked, and redoing a batch as drafts.
• Void an invoice that has a credit note allocated: a guide for Xero users
  Why the void is blocked, taking the allocation off by hand, what to do with the credit note, and doing it for a batch.
• POS daily sales posted twice: a guide for Xero users
  What Square, Lightspeed, Zettle, Epos Now and SumUp say they post, how a day goes in twice, and how to void the copies.
• Redo a migration whose open invoices and bills landed as approved: a guide for Xero users
  Why migrated documents arrive approved, what the conversion balances need, the manual redo, and redoing a batch with the same numbers.
• Export receipts and supporting documents for an audit: a guide for Xero users
  What Xero exports for an auditor, what it leaves out, and pulling every attached file for a period with a manifest.
• Move bills back to draft, whatever their status: a guide for Xero users
  Awaiting approval, approved or paid: which way back to draft applies, what Xero offers, and moving a batch.