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
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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.