Expenses - Specify approver for expenses
Ability to specify a set approver for a specific employee when they submit expenses
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Laura Jones commented
It seems ridiculous that this wasn't thought of from the beginning. Please Xero - sort it out.
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Fiona Show commented
To anyone thing of using this, I'd say don't bother. Zoho Expenses is what you need.
Integrates automatically with Xero, with full audit trail.
User set up is pretty simple, and intuitive for users to use.
You can specify exactly who should approve whose expenses - and there's the option for out of office delegation to someone else.
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Cassie O'Boyle commented
This is critical for our team and also for if we want to expand and use the Xero system more with our membership (which we hope we will).
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Lucy Evans commented
A basic critical requirement for any expense system. I would also like to see that the option to include tracking categories is removed and you HAVE to attach a tracking category before submitting so it at least goes to the right place within Xero.
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Jenni Farge commented
would like it to be based on budget holder - we have this set up as one of our tracking categories - that expenses are submitted to the relevant budget holder to approve. not just a free for all of any approver seeing all expenses.
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Daniel Smart commented
Seems like an obviously critical day 1 requirement to me!
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Perry Cox commented
Use Xero Expenses for our Service Company with 100 employees approving expenses centrally in Finance which is becoming harder. Desperately need an 'Approvalmax' workflow feature ASAP- happy to test or be involved in the design!
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Bronwyn Koroheke commented
I thought the ability to do this would be a key functionality, especially once you get to a certain level. Is there much traction on this happening??
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Melissa Hughes commented
SAP Concur is an alternative but you do need to pay for a connector to Xero. More expensive so Xero Expenses would be better if the functionality could be tweaked
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Nicole Mason commented
Desperately needing this function, otherwise unable to implement the Expenses software into our business' reimbursement process. If anyone has suggestions of other software that includes this function, it would be very welcome.
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Fiona Show commented
Who would even think to create this so that EVERY approver can see EVERYONE's expenses?! Crucial for me to want to proceed with Xero expenses - and, in fact is even more making me question if Xero is capable of offering the essential baseline functionality for a business. I'm sure it's fine for sole-traders, but otherwise frankly it's pretty hopeless.
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Alyson Wildman commented
This is important for good financial control policies to work
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Rowena Bowes commented
Hi
This is desperately needed.
Timesheets can be allocated to a specific approver.
the same rule applies to credit cards and expenses claims would be amazing