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Enable to add a workflow such as preparer role and approval role for Quotation, Invoices, Bill to Pay in Xero.

Purpose: Enable approver to approve or decline with adding remark for preparer act on the next steps. This can facilitate the whole process more efficiently. To notify preparer once the quotation/invoices/bill to pay being approved. So that preparer can proceed to the next step faster instead of need to keep checking on the status.

Hard YES to this please

We have created a workaround using Zapier to trigger an email. It would be tonnes better if we could do it in-product.

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.

Two years since this question was asked.... how has this not been implemented?

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!

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.

ASAP! please!!!

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)

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

Please can this be added ASAP, this would save our organisation so much time!

This should be basic functionality, not an improvement request.

This would save so much time!

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

This would be a great idea as saves a separate email to my line manager asking them to approve the PO

We cant do this.. Really?

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?!

Can you please include in Xero as an additional feature, will save a lot of time to email users

Can this please be set for bill and purchase order approvals.

Please can this be set for POs and invoices to be paid?