Expenses - Multi-layer departmental approval process
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.
Heinrich Badenhorst
shared this idea
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Anne Benison
commented
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.
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Ivan Woods
commented
Very much agree - I have several clients who have asked the same question