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Bills - Ability to select user to approve draft bills

Being able to allocate draft purchase invoices to different users for approval

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Jessica Hodgson shared this idea  ·   ·  Report…  ·  Admin →
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  • Anna Montgomery Atwi commented  ·   ·  Report

    This functionality would be extremely useful. As our business grows, our purchasing department and processes are growing. Not being able to assign bills to the applicable purchaser means that assignment must happen/be communicated manually which is quite time consuming and not scalable.

  • Helena Spinks commented  ·   ·  Report

    This would be very useful- we are new to Xero and were hoping that functionality like this would be included. If not our bill approval is very manual.

  • Gen Crook commented  ·   ·  Report

    This would be extremely useful. I'm amazed Xero does not offer this even with the higher pricing plans.

  • Kathryn Archer commented  ·   ·  Report

    It would save us money every month as we currently use 3rd party apps

  • Mercy Strudwick commented  ·   ·  Report

    This feature would assist our Accounts Department immensely!

  • Craig Dennis commented  ·   ·  Report

    We don't want to go to 3rd party apps for routing invoices for approval. This needs to be a base function within Xero

  • Yolanda Leon commented  ·   ·  Report

    This would be SO helpful to decrease the burden of manual approvals within organisations. It would be good if Xero could send an email to the user every time a bill has been allocated for their approvals, and also reminders for pending approvals.

  • Linda Brown commented  ·   ·  Report

    If you want larger organisations to adopt your system, this is critical. We have a bill approval system which is manual at the moment and I was hoping that Xero would allow us to perform this feature for both bills and staff expenses, like we can for Leave approvals. It should be able to be assigned to a specific department manager to sign off on (inside the Xero platform). If you add a "check box' to the employee file like you do for Approve Expenses and Approve Leave, it would be a relatively easy improvement to the current platform.

  • Georgia Cutbush commented  ·   ·  Report

    Agree this would be great as we would like to give accountability to staff members so they could see only their approvals - especially critical for those who are not as familiar with xero,

  • Mikko Ramstedt commented  ·   ·  Report

    absolutely critical so that an audit trail can be kept whole in Xero

  • Sarah Wellstead commented  ·   ·  Report

    This is really critical so that bills aren't approved accidentally by another user.

  • Diana Wybrow commented  ·   ·  Report

    Critical to business, need ability to assign bills for approval to user, so that all users don't have to scroll through to find bills relevant to them