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Notifications - Email/notification when items are Awaiting Approval in Xero

Ability to notify an approver within the Xero org when items are in the Awaiting Approval status.

Purpose: Approver can approve or decline the transactions faster.

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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  • Sam Donaldson commented  ·   ·  Report

    This would be such an important feature for us. We are looking to go paperless but finding it difficult to without this kind of authorisation feature.

  • Robert Darrow commented  ·   ·  Report

    what a no brainer and a simple workflow.
    Why is this taking so so long. You are charging a lot of fees now so there cannot be any excuse about not having enough funding for back end improvements.

    The market has caught up and will soon overtake Xero due to speed of improvement. This is such a simple workflow we are having to resort to trying to API it ourselves from Xero into Zoho books (which does do this)

  • Graham Lever commented  ·   ·  Report

    This would be very usefuul to our company. It is noted that nothing seems to have happened on this Idea since 28/03/2022

  • Ayzsa Gibbs commented  ·   ·  Report

    You need to be alerted otherwise you are relying on humans to check and that doesnt always happen

  • Susan Dean commented  ·   ·  Report

    My team agree; we need an option to recieve an alert message each time a sales invoice has been submitted for approval by a staff member

  • Scott Reid commented  ·   ·  Report

    This would be extremely helpful, along with an email to the submitter advising whether approved or declined. This most definitely would help with streamlining the process and eliminating delays and wasted time.

  • Teresa Mack commented  ·   ·  Report

    This would be extremely helpful to make the process more efficient. A lot of time is wasted having to submit invoices to approvers for approval through email or other sources. Would have thought this was a given with the approval function in Xero.

  • Robyn Allen commented  ·   ·  Report

    The ability for the originator of the purchase order to be advised of approval so they can complete the purchase process

  • Tisha Barnes commented  ·   ·  Report

    This would be very useful to avoid unnecessary internal, time consuming messages.

  • Mike Bauermeister commented  ·   ·  Report

    This would be a much appreciated addition that would help avoid unnecessary internal emails/calls/messages asking for approval.

  • Zak Labanca commented  ·   ·  Report

    Simple change which would make the whole approval process much more streamlined and usable.

  • Marc Gold commented  ·   ·  Report

    We have just started using the approval process. I cannot believe that have a workflow to assign PM / Management to the approval process isn't already implemented. This is a feature that is present in so many other systems.

    So Yes Please please add this.

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