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.
-
Harvinder Kular commented
This is relevant for us as we have several cost centres with different persons responsible for approvals.
-
Mar Navarro commented
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
-
Maya Kemp commented
Definitely need this function! I don't understand the submit for approval function when you can't choose who you want to submit to.
-
Mark Freeman commented
Wow this idea has been here since 2022 with no action and is a simple fix.
-
Mark Freeman commented
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.
-
Andrew Hollingsworth commented
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
-
Andy Tomlinson commented
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. -
Meike Raasche commented
If we could group "to be approved" bills and send alerts to each approver - this would seriously shorten the processing time.
-
Paul DiNicola commented
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
Yes, agreed. Dynamics 365 has this function.
-
Dean Griffin commented
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
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
Add a notification so that Approver is aware when bills are awaiting approval.
-
Angela Doherty commented
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
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
This is part of the internal control processes, and will be very useful for bigger companies!
-
Amy Chennell commented
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
-
Melinda Valis commented
This would be very useful for us too!
-
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. -
Leigh Hodgkiss commented
"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.