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We have several managers / team leaders and it is not appropriate for them all to see all the bills so a route to send something through to a specific person for approval would be great.

This would be a great feature to capture a proper audit trail of the segregation of duties.

Hey, I'm the developer/director of a tool called InBill.

What you're asking for here is exactly why I built the software; I'd love to hear more about your requirements and give you a demo.

https://inbill.com.au

Hope to hear from you soon.

Yes having a setting in Xero to require two users to approve bills and also nominate who can approve would be great, esp for charities as auditors are very thorough and without this we are in the dark ages of printing off paper and having people sign.

Yes very useful for us. I don't want approvers though having access to bills approved. Maybe only the ones they approved.
I would set a default on the supplier profile for who is the approver. Or a role based profile for Marketing, Manufacturing, Admin etc.

This is relevant for us as we have several cost centres with different persons responsible for approvals.

Hi all,

We have solve the problem by adding the initials of who needs to approve it to the bill reference. ( MN - Inv 1234 ). If more than one person needs to approve the bill we add both initials. ( MN - TS - Inv 1234 ). We can then filter once a week by the initials and email each member of staff the Xero link for the ones they need to approve. They just click on the link and get access to all the bills relevant to them.

We then ask them not to approve it themselves but to write a note saying "Accepted". Once everyone who needs to approve it has checked the bill Accounts do the final Approving.

I hope this helps as Xero is unlikely to add a new function if there is a partner software that expands on this process, in this case, for example, WorkflowMax for authorisation of POs and bills.

Thanks

Definitely need this function! I don't understand the submit for approval function when you can't choose who you want to submit to.

Wow this idea has been here since 2022 with no action and is a simple fix.

Extension to this idea is that you can have multiple authorisors but it take two to move the bill through the process to be paid.

Be simple I would say that you could write simple line of code that looked at notes and said if user A raised this bill they can not approve it.

User A can approve any other bill awaiting approval and if they have authority but a simple line of code that blocks approval of a bill the user raised seems very simple.

In user settings you could offered the line of code be turned off for those who don't what that level of security.

You do not need to be large for this to be relevant. We have less than 20 staff but also quite a lot of volunteers. Most of the staff will have some bills or expenses to approve

Is Xero aimed at soul traders and partnerships, or is it also aimed at businesses with multiple users and employees?
If the answer is both, it needs to have the ability for multiple users to be able to approve bills, and also handle approval workflows with multiple approvers with different approval limits. This is basic stuff.

If we could group "to be approved" bills and send alerts to each approver - this would seriously shorten the processing time.

This is important that we have ability to have multiple approvers to allow easy workflow and check/balances of what is being spent.

Yes, agreed. Dynamics 365 has this function.

We have multiple line managers who need to approve invoices, we currently have to do it all via e-mail, which means the process is not as efficient as it should be, this product would allow for better efficiencies within the business

We need the ability to assign two approvers for each submitter to make our process works by having the GL account checked and corrected if needed by an AP Person, then have the approving manager approve 2nd.

Add a notification so that Approver is aware when bills are awaiting approval.

It will be really helpful if this can be brought it to ensure that purchase orders are dealt with promptly and by the appropriate person.

This is needed for workflow and easy document approval.

Once a Purchase Order or any other Originating document is raised, email should go to assigned Advisers, Accountant etc for approval and once the link for approval is clicked it should either open Xero or automatically approved the document