Expenses - Introduce Bulk Actions for Submission and Approval
Bulk Actions for Expenses: Restore Submit/Approve Many. With the retirement of Classic Expenses, a major efficiency feature has been lost: the ability to process expense claims in bulk.
The Problem: Currently, each individual expense claim must be opened, reviewed, and actioned one-by-one. For anyone who needs to approve 20 claims at the end of the week, this is an incredibly tedious and time-consuming process. What was once a 30-second task now takes many times longer.
The Solution: Reintroduce checkboxes and a bulk action menu to the expense claims overview screen. This would allow users to:
Select multiple claims.
Perform bulk actions like 'Submit' (for employees) and 'Approve' or 'Delete' (for managers/admins).
The Benefit:Massive Time Savings: Restores workflow efficiency for all users.
Reduces Frustration: Eliminates a repetitive and cumbersome process.
Scalability: Makes Xero efficient for businesses with high volumes of expenses.
Kester Robinson
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