User Roles - Expenses: Two step approval process in the New Expenses feature
Ability to have two people to approve expenses.
Purpose: This is to make sure that expenses are checked thoroughly.
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Sisi Tian commented
Have two people to approve expenses is essential for our business to allow us to continue using Xero Expenses...
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Craig Keith commented
I agree with this. Our company is looking at alternative systems as the authorising capability isn't really evolved enough for a company of more than a few staff.
On a separate subject, I'm interested to hear that you use Xero in France. I didn't think it was licenced there. How do you manage to work around the issues?
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Heinrich Badenhorst commented
Our company has locations in in London, France, Germany, and the US and has a Xero entity set up for each.
I onboarded all employees to Xero Expenses 2 months ago and it staff are happy with the mechanics of the process.
The challenge I have is the approval hierarchy. All expense approvals sit with me. This needs to change as each line manager/ department/ team head should be responsible for approving their teams’ expenses.
We have a tracking option for “Department” which can be used to pool employees in their respective teams.
I would then like to add approvers for each “Department” that controls their teams’ expenses and be the first line of approval.
The finance team and MD's are responsible for final (second tiered approval).Hope this can be implemented and this scenario is prevalent elsewhere. Xero expenses works really well, we just need it to be scalable from a hierarchial perspective.
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Rudy Botha commented
Wont add expense claims as without the extra approvers feature there is no way this can be implemented in our company. We will have to struggle with Xero integration with Expensify until this feature is added
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Kevin Hurd commented
this is a basic feature. what is the ETA on this?
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Tyran Powell commented
I googled to try and find how to set this up after an employee erroneously claimed expenses that were actually paid by the company card. How is this not already a thing?!
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Craig Keith commented
Line manager approval is fundamental to any employee expense process and I'm dismayed that Xero haven't come up with a solution.
We will not sign up to Xero Expenses until I can assign a specific approver to each user, or until Xero enable Expenses to be approved by a third party app such as ApprovalMax.
Very disappointing.
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Katie White commented
Is there any idea when this will be implemented? This is something that is becoming vital for our business to allow us to continue using Xero Expenses.
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Morris Mac Donagh commented
This is basic stuff and along with multi user approval (different approvers for different employees) still cannot believe it hasn't been implemented.. Come on Xero sort it out