Notifications - Email/notification when items are Awaiting Approval in Xero
Ability to notify an approver within the Xero org when items are in the Awaiting Approval status.
Purpose: Approver can approve or decline the transactions faster.
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Zak Labanca commented
Probably best to accept that Xero are more interested in increasing fees and making their product "beautiful" rather than useful.
Dext has introduced an approval workflow feature that includes the (obvious) step of notifying the approver that something needs checked. I'd highly recommend you use that.
If you are using Hubdock, or (god forbid!) the Xero in system billing features, I can't recommend a move to Dext enough. It's head and shoulders above both Hubdoc and Xero.
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Kelly Mansell commented
Two years since this question was asked.... how has this not been implemented?
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Sharyn Robertson commented
In this day & age, it's crazy that you can't let managers know that something is waiting for them to approve. Time for Xero to catch-up!
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Elle Young commented
Currently we only use Xero Projects to manage our projects financials. It would be fantastic to notify our project managers that there are bills they need to approve so we don't need to do this outside Xero.
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Tania Bogle commented
ASAP! please!!!
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Bhavpreet Minhas commented
This should be basic functionality, not an improvement request.
Honestly sorry who are these creators of Xero
These are basic operational requirements for a company (small or big) -
Amaia Yeregui commented
I would like to have an approval workflow in which 2 employees in Xero have to approve a bill before we can pay it. One employee raised the bill in xero, it is sent for approval (in Xero), so the second approver will receive an email to approve that bill in xero, once approved will move to status Awaiting payment. Thanks
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Samantha Higginbottom commented
Please can this be added ASAP, this would save our organisation so much time!
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Tim Stainthorpe commented
This should be basic functionality, not an improvement request.
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Maria Harrison commented
This would save so much time!
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Anna Bayliss commented
100% seems like a logical requirement to have approval workflows and it would be great to set default approvers for different things e.g. invoices vs expenses
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Katie Leeman commented
This would be a great idea as saves a separate email to my line manager asking them to approve the PO
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Lewis Froggatt commented
We cant do this.. Really?
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Miranda Mills commented
Extremely important to be notified when there is a Quote or Invoice awaiting approval when it's sat in draft - this has been requested since 2022! Why has it not been actioned yet?!
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Deidre Vollenhoven commented
Can you please include in Xero as an additional feature, will save a lot of time to email users
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Barbara Lockyer commented
Can this please be set for bill and purchase order approvals.
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Gemma Hogg commented
Please can this be set for POs and invoices to be paid?
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Michele Munson commented
Can we have a feature added that auto-notifies "Invoice Only" Users that there are bills or invoices submitted for approval, so they know when they need to log in to approve something. It would be nice to be able to choose either an app notification or an email notification (as some users may not use the app)
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Angus Knight commented
Please can we have this feature added. It's 2024, notifications are available on every app and software program ... Except for Xero. A notification via the app would be fantastic, it can be approved on the go.
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Chava Berrill commented
This would be a fantastic feature so that items awaiting approval, such as invoices, are not missed; currently, there are no warnings or notifications from this. It would be great if you could specify which user this is meant to go to or if it show up on the dashboard when you log in as a notification.