Bills - Approval workflow based on account codes
We need the desktop app to support a bill approval workflow. Ideally, I’d be able to submit an invoice for approval, with it then routing automatically to different approvers depending on the nominal code. Once approved, it should post straight through to the ledger.
Daniel Hartley
shared this idea
Hi team, thanks for the feedback about how routing bills based on account code would be helpful in sending bills to the right user.
At present, we’re working on a bill approval workflow that'll support rules based on GL account code, alongside amount, supplier and submitter.
Matching bills can then move through selected user approval steps, with email alerts and a record of the decision kept against the bill, helping to reduce manual sorting and so your teams can keep the approval process in Xero instead of relying on separate lists or email chains.
Posting and accounting treatment will still follow the normal bill process once the required approval is complete. I’ll update again as this feature begins to roll out.
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Alastair Abbott
commented
There's not much point in the current 'submit for approval', 'approve' options in Xero unless there's an ability to control who can approve.
E.g. setting specific approvers based on amount, supplier, etc. and that the person who entered the transaction can't also approve it. -
jack ro9cks
commented
This is a great idea for improving financial workflows. Automatically routing invoices to the appropriate approvers based on account codes would help reduce delays and manual effort. The ability to post approved bills directly to the ledger would also make the process much more efficient and accurate. Businesses that regularly handle invoices and transport documents may also benefit from using E-Way Bill Print for faster document management: https://ewaybilll.net/eway-bill-print/. Thanks for sharing this valuable suggestion.