Skip to content
← For small businesses

Enter your idea

For small businesses: Business features

Categories

(thinking…)

Xero Expense - Assign Approver for multiple submitters

Would love to see the option to assign an expense approver to multiple expense submitters or even an 'Approvalmax' approver matrix function added to Xero Expenses. Currently using Xero Expenses to administer over 100 employees expenses and need stronger controls than central finance approving all. Happy to help design/ test!

262 votes

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We’ll send you updates on this idea

Perry Cox shared this idea  ·   ·  Report…  ·  Admin →
How important is this to you?

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
submitted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi everyone, we appreciate the number of users that'd like to see more mechanisms to assign and control who approves specific employee's claims.

Our product teams have a close eye on this idea, and while this feature is not in the roadmap atm, they'll keep reviewing this as they continue to plan and prioritise work for Expenses. So, if there us any shift in status we'll share an update to keep you all informed on the idea, here.

Show previous admin responses (1)

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
Submitting...
An error occurred while saving the comment
  • Luke McLean commented  ·   ·  Report

    Can we please get this added ASAP. Our business is growing and with out the ability to assign approvers based on the tracking code we will have to change expense app.

  • Ahmez Acharaz commented  ·   ·  Report

    This is critical for our organization. I hope Xero resolve this soon

  • Naseem Asghar commented  ·   ·  Report

    Please add this feature to the expense claiming app, this is a critical feature in giving visibility to team leaders on expenses claimed by team members.

  • Alvin David commented  ·   ·  Report

    This is critical. I've just joined my organisation and using Xero for the first time, I can't believe this is not possible. Unfortunately I'm going to look elsewhere as I can't continue with what Xero has to offer here.

  • Alvin David commented  ·   ·  Report

    Very interested in this. I can't use the current Xero app without tighter control over who can approve a submitters claim (currently any approver can). Unfortunately I'm going to have to look outside Xero for a solution.

  • Ian McGowan commented  ·   ·  Report

    They should not be charging us for Expenses when it is not fit for purpose.

  • Lily Bourges commented  ·   ·  Report

    This is critical for internal controls and audit.

  • Eric Drattell commented  ·   ·  Report

    If I can't do a bulk upload I might as well submit expenses on a spreadsheet.

  • Carol Taylor commented  ·   ·  Report

    If there a many teams/departments, each depatment head needs to approve only their staff exenses. So, they don't want to receive prompts to view all the business expense claims that need approval?

  • Laura Jones commented  ·   ·  Report

    It seems ridiculous that this wasn't thought of from the beginning. Please Xero - sort it out.

  • Fiona Show commented  ·   ·  Report

    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.
    Etc.

  • Cassie O'Boyle commented  ·   ·  Report

    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).

  • Lucy Evans commented  ·   ·  Report

    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.

  • Jenni Farge commented  ·   ·  Report

    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.

  • Daniel Smart commented  ·   ·  Report

    Seems like an obviously critical day 1 requirement to me!

  • Perry Cox commented  ·   ·  Report

    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!

  • Bronwyn Koroheke commented  ·   ·  Report

    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??

  • Melissa Hughes commented  ·   ·  Report

    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

1 2 3 5