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Two people to approve billing would be great. We have a requirement to have 2 people approve all payments individually. At the moment we do this on paper but electronically would save the paper/environment/storage requirements ect

Can we now have more than one approver before the final approver(Director) in using Xero? Can Xero team also consider a cut off point for user who fail who fail to send a request for approval withing a specific period when they expected to do so. Same for user who still have money/advance cannot for projects cannot send a request for another unless necessary? Also a customized Report for Managers and Directors.

At the very least, allowing someone who enters a bill to add 2 approvers is a very critical function. This simple function is what send people to other bill pay platforms

Two person approval is a must for many charities and organisations

There are churches who require all bills jointly approved. These are done paper at the moment. If Xero has joint approval function, the approval can be done electronically and it improves efficiency.

Ability to assign the relevant approver at least up to 2 would be better so bills can be processed more seamlessly & email approvals back & forth comms can be cut down

Bills being sent to specific person for approval is definitely required especially for businesses which have different departments. Thought about adding a tracking category for the different departments however tracking categories only appear to work on reports and the invoice has to be approved. to appear on the report. Adding tacking category column to the bills screens would help in the meantime.

Currently we have to produce another document which is signed/approved for each payment, scanned to PDF, added to Bill/document and uploaded for Bookkeeper to approve for payment in Xero: as others have stated, this approval is part of the Audit.
HubDoc does not appear to offer this function either.

This is fundamental to the Audit process in the approval of Bills and would strengthen the fraud prevention process. Really support the development of this.

There is the same issue within the expenses module, all approvers see all expenses, rather than just their own reports, which is a bit ridiculous.
There is a Payroll function in Xero where you can assign a manager to an employee for holiday approvals, why can this not be carried over into the financial side of it, and be used for routing approvals?

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.