Enter your idea

Would agree being able to have an approval structure for:
Bills
Purchase Orders
Expenses
is important, as the larger a company gets then these structures need to be put in place. Not having this functionality may cause the Finance function to want to look for an alternative system.

Absolutely vital to have this control for employee expenses - very surprised that not built in to xero. I am sincerely hoping that Xero are looking to implement this.

Critical

We need to be able to allow certain people to approve only to a limited amount and then require additional approval. Is this possible with xero expenses?

2 step approval would be great in Expense claims and actually with any Bill posted to Xero. Now we use ApprovalMax for Bills, but for expense claims need to use Expensify. Would be great to have all within Xero

Expense claims need to have department managers sign off.

Secondly, Purchasing authority within Xero needs to be more complex and customizable. Certain roles should have a max amount they can approve a PO for and certain amounts should require a manager's approval/employee with a higher limit.

We cannot have approvers accessing everyone's expenses.
The ability for a line manager to be able to review just their team is a must for us.

This would be handy to have in Xero as, in our organisation, expenses over a certain amount needs a second level of approval.

It makes no sense that a Manager in a medium sized company cannot receive expenses from their team to authorise before they come to us in accounts. The set up currently assumes that all employees have spending rights on their projects with no line manager approval required, and that is only the case with very small companies.

The approval system needs to cater for all levels of approval throughout the system. This should also extend to what people see so staff access is much better managed.

This is basic as the current levels of permissions are woefully inadequate.

Levels of Approver would be invaluable, so a team manager can approve for their team only and have their own expenses approved by their line manager and so on.
Very frustrating this isn't an option

Very much agree - I have several clients who have asked the same question

Have two people to approve expenses is essential for our business to allow us to continue using Xero Expenses...

Dual authorisation for expenses is crucial for us especially when it comes to VAT as employees dont understand this and also dual authorisation is required so that it may be reviewed by finance before being posted into the ledger

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?

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 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 MDs are responsible for the final (second-tiered approval).

Hope this can be implemented and this scenario is prevalent elsewhere. Xero expenses work really well, we just need it to be scalable from a hierarchical perspective.

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.

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

This is important to us as we require different approvers and multiple approvers so would be ideal for this to be an option for expense claims.

This is an important requirement for us, we have varying levels of approvers in the business. We need to be able to give approvers rules as to which other employees expenses they can view