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Bills - Ability to allow multiple users in Xero to approve bills

Ability to approve bills by more than one user in Xero.

Purpose: Because some companies have more than 1 directors/managers, so this feature will improve users’ workflow in approving the bills within Xero.

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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  • Paul DiNicola commented  ·   ·  Report

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

  • Becky Su commented  ·   ·  Report

    Yes, agreed. Dynamics 365 has this function.

  • Dean Griffin commented  ·   ·  Report

    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

  • Michael Hoemeke commented  ·   ·  Report

    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.

  • Rachel Lane commented  ·   ·  Report

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

  • Angela Doherty commented  ·   ·  Report

    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.

  • David Odesola commented  ·   ·  Report

    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

  • Ivy Sim commented  ·   ·  Report

    This is part of the internal control processes, and will be very useful for bigger companies!

  • Amy Chennell commented  ·   ·  Report

    Andrea Geeve commented
    ·
    We need 2 persons able to approve invoices. Then we can allign our UK admin with our other admins.
    And of course, only applicable invoices should be visible for the person to authorize.

    Completely agree with this. Also required for audit purposes

  • Andrea Geeve commented  ·   ·  Report

    We need 2 persons able to approve invoices. Then we can allign our UK admin with our other admins.
    And of course, only applicable invoices should be visible for the person to authorize.

  • Leigh Hodgkiss commented  ·   ·  Report

    "If you could request a certain manager to approve and they could login and only see the invoices that are applicable to them"

    This feature would be really beneficial for our organisation.

  • Karen Draper commented  ·   ·  Report

    This would be a great feature for some small-medium businesses. If you could request a certain manager to approve and they could login and only see the invoices that are applicable to them. Currently it means any manager can approve any bill and for those organisations that require two to approve it means they have to implement a different add-on for that feature only. It would be beneficial for the admin team to also be able to have a total of bills in draft/awaiting approval/awaiting payment to see what amount is likely payable. Currently this is a manual process of adding up the various types of bills.

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