Bills - Share bills for approval with users outside Xero
We need an approval process which includes multiple approvers who do not necessarily access Xero so a share as with an invoice would be ideal to request approval via email
Clare Falkner
shared this idea
Hi community, thanks for sharing with us on this idea. It would be good to get further insight into why the user would not be invited into the Xero organisation if they are a part of the approval process.
While we don't have plans for developing a share link on bills like invoices at this stage, an option for some right now could be to export bills from your organisation which could be provided to the right person in a CSV format.
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Shanta Assani
commented
Has there been any updates on the above?
Anyone found an alternative solution, as Xero does not have this functionality currently? -
Carolyn Haley
commented
It would be helpful to be able to edit the supplier a bill and subsequent payment is posted against.
For example we have suppliers with numerous accounts and sometimes a bill gets posted to the incorrect account. Of we have a supplier eg Telstra where there are a number of accounts being posted under that supplier. Then we decide to create contacts for each individual account and would like to move the past bills for each account.
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Melissa Su-Wei Teo
commented
Ability to share and transfer an approved bill or purchase invoice to another Xero account as a bill or purchase invoice.
Purpose: There is a need in our business for managing bills by 2 external parties