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Email notifications: Expenses - Awaiting approval and Approved claims

Ability to trigger notification when expense claims are awaiting approval and approved status.

Purpose: So the approver can review the expenses faster and the one who’s asking for an approval don’t need to wait longer for approval.

130 votes

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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In development  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hey everyone, a big thank you to everyone who's voted and shared feedback on this idea overtime. We've heard your desire for changes to expense notifications.

Great news! Our team is currently working on this, and we anticipate rolling out an update very soon. Once live, every user with an expenses approver or admin role will get an email notification when an expense is submitted and ready for approval.

Also, once an expense is approved the user who submitted it will receive an 'expense was approved' email notification.

I'll keep you posted and confirm here once the changes are live.🙂

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  • Mike Hargreaves commented  ·   ·  Report

    Worrying that this isn't available. Is Xero deliberately keeping to small business solutions as any business with say 50 people in will naturally have a hierarchy and therefore approval workflow requirement. Testing the excellent Xero Me App there is nothing telling me when an expense gets declined apart from going in to check myself. It means I have more processes to write to ensure we communicate/check on a regular basis.

  • John Sadler commented  ·   ·  Report

    Critical and surprising it doesn't exist. My team members need their expenses paid immediately.

  • Pyroclassic Fires commented  ·   ·  Report

    This would be the best feature. We often miss expenses as we dont go in there every day. and if an expense is rejected we need to be able to let the submitter know so it can be rectified in a time manner.

  • Debbie Fitz commented  ·   ·  Report

    there have been many votes for this, but no word of this being updated?
    more important for email notifications is if a request has been rejected... submitter needs notification to go in and rectify whatever mistake they had made

  • Winnie Chan commented  ·   ·  Report

    This is critical feature to ensure the use of Xero Expenses

  • Siobhan Thomas commented  ·   ·  Report

    This happens in my role all the time, our team submit expenses infrequently and often forget they need to let me know directly. I work part time and if I miss the fact that there is an expense waiting to be put through people are kept waiting unnecessarily. An email notifciation to let me know that I have expenses to process would be really helpful.

  • Dom Morris commented  ·   ·  Report

    This is critical feature to ensure the use of Xero Expenses

  • James Lovell commented  ·   ·  Report

    This is critical feature to ensure the use of Xero Expenses

  • Maree Biland commented  ·   ·  Report

    Totally need this feature; finding I'm not reimbursing in a timely fashion due to not remembering to check for any claims submitted.

  • Debbie Fitz commented  ·   ·  Report

    Important esp bc if an expense is declined (i.e. bc requested under wrong account), and the submitter doesn't log back in for a while, fiscal year could close and reports published, just to find out that there was a large expense that really ought to have been reimbursed. Otherwise it's possible the submitter just assumed the reimbursement came through, since all previous reimbursements were successfully received

  • Jane Godfrey commented  ·   ·  Report

    Without this feature I waste a lot of time checking just in case and inevitable things miss payment runs.

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