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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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!!!!!
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James Parker commented
It is absurd that this isn't already a thing.
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Robyn Stoddart commented
100% agree with all prior comments
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Mary Ashby commented
Ths is really important and it makes no sense that awaiting approval bills don't automatically appear on the dashboard.
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Jo McLeay commented
Hi team, this would be such a time saver! Approver does not see this on dashboard so doesn't notice there is an action to be done.
Then there is a delay in being able to process bills and invoices - and a manual step of chasing the approver. It is all adding to wasted time for every job. Please add this in asap -
Leanne Reid commented
The fact that this idea looks to be first shared in 2015 and it still hasn't been done is very disappointing..... Anyone that works in a business where the approver is different to the inputter will understand how crucial this is!!
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Aoife O'Leary commented
100% agree - bring this is now please!
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Hill Lorden commented
Agree with other user's comments.
It is ridiculous that this does not appear. This is a bug not a "feature" or an "idea".
Very disappointing that Xero have not fixed this. -
Shannon Corbett commented
Not being able to see 'awaiting approval' bills on the Dashboard is bizarre - so much so I thought it would be a setting that needed to be 'turned on'.
As the panel is supposed to "show a summary of the bills you need to pay, and when you need to pay them", not having the 'awaiting approval' bills showing is counter to what it's supposed to do.Knowing bills are ready to approve is valuable information to our business - in which case we expect to be able to view it on the Dashboard.
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Michael Gerrard commented
re Purpose, as above: -
More than "saving users' time . . ", presence on the Dashboard alerts busy managers that approval action is required in their department.. E.G. "Inv-333333 (MG) alerts MG that follow up is needed. In our particular operation this is more than important. Thank you -
Graeme Muir commented
If the dashboard is to be the "go to" place for all important functions then this feature should appear there.
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Michael Gerrard commented
Xero File with Multiple Users:
Those entering bills are often not those responsible for approving bills.
The Dashboard should alert all users to "action required", in this case various section managers - the current Bills To Pay screen is deficient in this regard. This is especially so where bills are received centrally. For efficiency and timely operation, I regard this idea as closer to Critical more so than Important. Michael G -
Leanne Reid commented
On the Dasnboard under Bill's it shows all the bill tabs except "awaiting approval" this needs to be on the list. At a quick glance it looks like everything is under control but once you go into drafts or awaiting payment suddenly you discover bills awaiting approval
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Julia Williams commented
It would be really useful to add this to the dashboard.
My client keeps thinking he has more money available than he has.
The report for this is not very helpful as it has duplicate lines that have to be removed before sending to client.