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Expenses - Multiple levels of approval

We need to upload an Approval Matrix/Approval hierarchy with a scope depending on "Location" and "Total amount" with 2 levels of approvers for "Expense claims" (EC) & "Purchase Orders" (PO).
With that, we are looking for automation on sending the EC & PO automatically by the system to the correspondent Approver depending on the scope through email.

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Micaela Beber shared this idea  ·   ·  Report…  ·  Admin →
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submitted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Thanks for your idea, Micaela. Expenses and Purchase Orders are quite different transactions types in Xero. 

We try to keep one idea per thread here so we can get a true view of the interest for that specific functionality. I've slightly adjusted the title of your idea to represent Expense Claims but welcome you to start another for Purchase Orders specifically where we can track that too 🙂

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  • Elmondt Kapp commented  ·   ·  Report

    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

  • Emma Rosenblatt (Accounts) commented  ·   ·  Report

    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.

  • Rita Lewis commented  ·   ·  Report

    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.

  • Melissa Chan commented  ·   ·  Report

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

  • Chris Curlett commented  ·   ·  Report

    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.

  • Karen Foster commented  ·   ·  Report

    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

  • Yvonne Phillipson commented  ·   ·  Report

    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

  • Kim Webster commented  ·   ·  Report

    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.

  • Rebecca Tankard commented  ·   ·  Report

    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

  • Helen Ding commented  ·   ·  Report

    This is very important to us as well. We need two approvers to approve bills and purchase orders.

  • Dean Griffin commented  ·   ·  Report

    This is a massive requirement for us, we have varying levels of approvers in the business, and lower level managers can see higher level managers expenses. We need to be able to give approvers rules as to which other employees expenses they can view