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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Cory Halvorsen commented
This should have been standard
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Ben Hart commented
Just crazy this is not a thing yet.
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Robert Darrow commented
what a no brainer and a simple workflow.
Why is this taking so so long. You are charging a lot of fees now so there cannot be any excuse about not having enough funding for back end improvements.The market has caught up and will soon overtake Xero due to speed of improvement. This is such a simple workflow we are having to resort to trying to API it ourselves from Xero into Zoho books (which does do this)
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Graham Lever commented
This would be very usefuul to our company. It is noted that nothing seems to have happened on this Idea since 28/03/2022
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Ayzsa Gibbs commented
You need to be alerted otherwise you are relying on humans to check and that doesnt always happen
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Susan Dean commented
My team agree; we need an option to recieve an alert message each time a sales invoice has been submitted for approval by a staff member
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Lorna Wyllie commented
We have several clients asking for this feature.
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Clare Dingle commented
Excellent idea!
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Seakhy Lay commented
This is a good idea and really helpful.
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Scott Reid commented
This would be extremely helpful, along with an email to the submitter advising whether approved or declined. This most definitely would help with streamlining the process and eliminating delays and wasted time.
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Laz Lekakis commented
Extremely efficient
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Teresa Mack commented
This would be extremely helpful to make the process more efficient. A lot of time is wasted having to submit invoices to approvers for approval through email or other sources. Would have thought this was a given with the approval function in Xero.
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Robyn Allen commented
The ability for the originator of the purchase order to be advised of approval so they can complete the purchase process
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Tisha Barnes commented
This would be very useful to avoid unnecessary internal, time consuming messages.
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Mike Bauermeister commented
This would be a much appreciated addition that would help avoid unnecessary internal emails/calls/messages asking for approval.
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Zak Labanca commented
Simple change which would make the whole approval process much more streamlined and usable.
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Marc Gold commented
We have just started using the approval process. I cannot believe that have a workflow to assign PM / Management to the approval process isn't already implemented. This is a feature that is present in so many other systems.
So Yes Please please add this.
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Eliana Raquel Malerba Ribeiro commented
Please, this would be really helpfull!
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Vivien Lee commented
Currently, we'll need to send an email outside of Xero to request a manager to login to Xero to approve sales invoices awaiting for approval. It would be great if the functionality allows draft sales invoices to be submitted for approval will automatically generate an emailwithin Xero to the manager for approval. Thank you.
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Joshua Murray commented
Looking at ways to help our clients move towards a paperless future. One of the regular questions asked is regarding approval processes of invoices. This is a big feature that is assessing their system requirements.
Main features that our clients would like to see:
1. The ability to assign certain users to be the only ones that can approve individual invoices. Assignable either by contact or in the bill setup.
2. The ability to be notified when there is something awaiting approval.
3. The ability to invite user roles that only have access to view bills in their approval list.