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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’.

116 votes

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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In development  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi everyone, we appreciate all the votes and comments on this idea. We’ve heard your feedback and recognise how helpful it would be to see invoices and bills awaiting approval directly from the dashboard.

The good news is that a solution is currently in development. As you might’ve heard, we’re currently working on a new navigation and homepage experience, which is currently in Beta.

As part of this update, you'll be able to view the # of awaiting approval invoices or bills from the Bills to pay or Invoice owed to you widgets, and can go straight to the relevant screen from the new Task widget helping you stay on top of approvals without needing to jump between pages - You'll just need the right user permissions to see this.

If you’d like a preview, you can check out the design on our Prototype page. We’re still building this out and we'll share as this rolls out to you all, here.

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  • Clare Leonard commented  ·   ·  Report

    Thanks Kelly, this is awesome news.
    Seeing how many invoices that are still awaiting approval from the home page will make a big difference for me. Being able to click a button to go straight to the relevant page will make it easier for my boss to approve the payments. I look forward to the roll out.

  • Fran Nichols commented  ·   ·  Report

    Seems ridiculous that this isn't on the dashboard

  • Kate Baucherel commented  ·   ·  Report

    This appeared briefly in the UK and now it's vanished and I have just found 18 unapproved bills because the approver didn't see the prompt...

  • Gwyneth Carson commented  ·   ·  Report

    A glimmer of hope that UK build has been given this feature. When are we getting it in NZ? Wont hold my breath.

  • Leanne Reid commented  ·   ·  Report

    The new update for the UK Xero has it on the Dashboard - so good!!

  • Sharon McCulloch commented  ·   ·  Report

    We have only started using the approval feature, think it is important to be shown on the dashboard, otherwise you just simply forget to go and look!!

  • Adele Sissons commented  ·   ·  Report

    We'd like to set up e-invoicing, but there's no point if this feature isn't available.

  • Kelly Mulligan commented  ·   ·  Report

    Please add this to the dashboard, it would be really useful for planning upcoming expenses - my studio management software integrates with awaiting approval so this feature would be incredibly useful for me!

  • Pamela O'NEIL commented  ·   ·  Report

    We don't use 'awaiting approval' as we can't see them on the dashboard, we have to leave invoices in drafts instead, please add to dashboard.

  • Rob Brady commented  ·   ·  Report

    Can't believe that this isn't there.

    Come on XERO

  • Lindy Loveless commented  ·   ·  Report

    Very surprised that this function is not available. Would expect this to have been resolved by now looking at the previous comments since 2022!

  • Rodney Hamill commented  ·   ·  Report

    It would be good to show draft and awaiting approval items on the aged reports if selected

  • Fran Nichols commented  ·   ·  Report

    Why are we still waiting for this to be avaiable on the dashboard? First mentioned 10 years ago. Come on Xero, listen to your users

  • Kate Charlton commented  ·   ·  Report

    Adding my voice to the chorus requesting this - this is an essential functionality for organisations which (as they should) separate the drafting and approving functions among users for fraud prevention purposes.

  • Leigh Rockell commented  ·   ·  Report

    This would be useful info on the Dashboard so we can see what we are waiting on to be approved without having to go into Business / Bills to pay. Why is this taking so long when issue raised in Sep 2015??

  • Kelly Mansell commented  ·   ·  Report

    this comment was first added in 2015! nearly 10 years - how has this not been implemented?

  • Clare Leonard commented  ·   ·  Report

    I don't understand why 'draft' bills show but 'awaiting approval' bills don't. Surely it can't be that hard to add it in? Knowing the total of bills (approved + waiting approval) that need to be paid would really help with budgeting and planning payments.

  • Sandra Craig commented  ·   ·  Report

    Not being able to see bills awaiting approval on the dashboard is causing us to miss paying on time. Please add this feature.

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