After a timesheet has been approved in Xero payroll, you may need to revert it back to a draft status so it can be edited. In this tutorial, we will revert an approved timesheet in Xero’s demo company.
Timesheets in Xero Payroll
To get to the timesheets section of Xero, go to Payroll → Timesheets in the main menu:
How to Revert an Approved Timesheet in Xero
In Xero, you can only revert timesheets that have been approved and not yet processed. As there are no timesheets with this status in Xero’s demo company, we need to create one. To do this, follow the steps in our how to add a timesheet tutorial and approve it.
Once you have done this, you should see an approved timesheet for Lebron James in the main timesheets screen:
Click on the row of Lebron’s timesheet. You should now see the details of the approved timesheet. Click on the Revert to Draft button:
Once you have done this, you will be able to do any of the following to the timesheet:
- Delete it.
- Save it as a draft.
- Approve it.
- Cancel it.
For this tutorial, we will click on Approve and then Close to approve the timesheet and go back to the main screen.