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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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.
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Malcolm White commented
I support this idea so long as each invoice can be approved by a relevant person, but surprised it is not a standard start up function.
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Jessica Menezes commented
When you create a draft PO - there should be an option to send an email to the person approving the PO to notify them to approve instead of now having the approver to have to sign in via the website and then find PO to approve. This would be way faster as they would just recieve an e-mail with a link to click and then review and approve the PO
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Jacob Jacobson commented
This seems important to notify that bills are waiting approval.
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Chloe Healey commented
Was just googling how to do this and then found this thread and realised it’s not a feature yet but one that has been demanded for so long and would be so basic to implement???
Assumed it would be a feature. Shame.
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Carlee Williams commented
I would like to throw my support towards this one also. I'm baffled this is not already a feature.
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Peter Whitmore commented
We can only assume there's a commercial reason for you not to add this feature, as this, like so many other obvious 'common-sense' and technically relatively easy features to add, are not. It's such a shame as you are building a lot of brand resentment over time because of this. There must be a middle ground you can think of to bring a loyal (but increasingly frustrated) customer base a host of must-have features without causing political issues amongst your app community, or shooting yourselves in the foot re any other commercial internests/apps you might benefit from?
What about a Premium Features Bundle Add-On or something? People would be happy to pay an extra little something for a raft of misc features, or even a nominal fee for each small add on, such as:
- Notifications for things such as invoice status changes
- The ability to forward attachments in for automated recurring bills and have them paired up.Currently it's giving lots of customers the impression that you're not actually a leading tech company when so many simple features are disregarded at the expense of user experience and efficiency – it's costing people a lot of money and it needn't.
Rant over, but it's in everyone's interestests to take a hold of this as the Xero brand reputation and likelihood of people recommending Xero is diminishing from what I can tell. Which is a shame.