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’.
AdminXero Team
(Admin, Xero)
shared this idea
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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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. -
Rebekah Green
commented
Currently, an email has to be sent to the person who does the final check and approves bills/invoices for payment/issue to let them know that the drafts have been checked and have been submitted for approval. Please add "Awaiting Approval" to the dashboard!
In the same vein - bills that are sitting in "Awaiting Approval" do not appear on the Aged Payables report - this can result in missed payments, especially when the person paying the bills relies on this report to pay creditors and doesn't go searching for any other bills that may be awaiting approval.
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Tara Nathan
commented
100% agree - for the dashboard to work properly, it needs to show ALL bills rather than a subsection. Awaiting approval has clearly been 'more vetted' (Kiwinglish) than a draft bill so this total needs to show at the front, particularly for management to view. We bookkeepers already know how to look behind the scenes and find the detail.
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Bernice Smith
commented
So important for the dashboard to show complete and accurate data and also make it easy for approvers to access bills and invoices awaiting approval. So frustrating that it is still not done!!
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Hill Lorden
commented
Can this please be implemented ASAP, it is absurd that the dashboard functions this way without showing all the bills/invoices.
I view this as a bug or defect rather than a feature to be implemented. -
Irfan Aslam
commented
The purpose of 100% visibility dies if partial data is missing. It is critical to see all the invoices status and sum the balance (Awaiting Approval is Critical and information is incomplete)
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Gwyneth Carson
commented
Ability to see all invoices awaiting approval on dashboard. (both customer and supplier).
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budi harto
commented
Very Critical.
Not all XERO user really knows how to use XERO, higher level such as boss, directors, they don't even bother to find out how to approve bill :p
Hope by looking at dashboard, they just simply click and approve. :)