Dashboard - Show Bills and Invoices that are in 'Awaiting Approval'
Ability to show bills and invoices that are in ‘awaiting approval’ status.
Purpose: Saving users’ time from having to click on ‘invoices owed to you’.
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David Poole commented
This would be very helpful. The current dashboard is often misleading.
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Johannes Dimyadi commented
I'm surprised that this little feature is still not possible to do
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Adams Accounts commented
Long overdue Xero please hurry up and make this simple improvement quickly.
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Keren Franks commented
Find it hard to understand why this has been suggested back in 2015 and obviously has many users requesting it and seems a simple addition to the Dashboard. This issue also causes headaches for managers in my organisation, where we have data entry people doing the creating of invoices and then a more senior person approving them. They tend to get missed if not showing on dashboard.
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Frans Odendaal commented
Very basic need which must already have been implemented please
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Karen Bennett commented
Very important for speedy viewing and drawing attention for client to see.
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Michael Bazlinton commented
Please this would be important for workflow efficiency. Thanks
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Matthew Day commented
We've now got multiple people involved in the accounts payable... and not having 'Awaiting Approval' on the dashboard component is a pain.
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Juliet Hughes commented
This would be really useful in our business so that those awaiting approval do not get missed and not sent to client
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Jen Thompson commented
Absolutely critical to have visibility of this for our business also.
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Marni Mitchell commented
This is definitely an easy and worthwhile improvement that would be useful to many, myself included.
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Lyn Anderson commented
Hi - I don't understand why you can show "Draft bills"in the dashboard but not "Bills awaiting approval" - is this something that will be rectified in the future as it appears that i am not the only one who would like this. Thank you
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Stacy Oldfield commented
This feature would be a huge help with our payment runs. Often happens the Aged Payables is reviewed and a payment run is setup.. then its discovered a bill awaiting approval was overlooked and missed the run. You show 'Draft bills' on dashboard so why not 'Awaiting Approval'? Just as important if not more.
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Claire Lewis commented
This has been requested by several of my clients as being a useful addition on the dashboard.
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Adele Sissons commented
We need this feature if we are to transition to e-invoicing. Our accounts team review and code the draft invoices which then need to be approved by managers - and the managers need to easily see if any are awaiting approval.
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Finlay SharpMcDonald commented
A report to show which invoices have been submitted by users for approval. At the moment, there is nothing showing invoices that historically submitted for approval except for the History and Notes report - but that is just a summary.
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jim Alexander commented
Hey!
I'm the developer/director of a tool called InBill.
What you're asking for here is one of the many features of the software; I'd love to hear more about your requirements and give you a demo.
Hope to hear from you soon.
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Caillie Evans commented
I would really like this visibility from the dashboard. I would also like to see 'bills awaiting approval' included on the cash flow projection. At the moment the company owner is slow to approve bills (this process is unlikely to change!), which means that they are not visible on the dashboard until pretty much the day they are going to be paid. Likewise for the cash flow projection. If I want an accurate cash flow projection I have to make one in a spreadsheet. I see this as a huge failing by Xero and I can't understand why 'drafts' are shown on the dashboard but 'awaiting approval' are not, it's crazy and causes me heaps of extra work each month.
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TJ Biddle commented
Lol, an 8 year old suggestion? It's literally a hyperlink. C'mon xero.
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Lesley Wilson-Pears commented
100% behind this request.
I can't understand why Xero hasn't instigated this already!!!!!