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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.

353 votes

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi community, thanks for all the support here. We appreciate how some users would find a notification for items awaiting approval a time-saver, and could improve efficiency in approval and payments.

You may have heard of our new homepage experience that will be rolling out to all customers over the coming months. With improvements to the Invoices owed to you, and Bills to pay widgets there is now a summary for invoices and bills that are awaiting approval, with clickable links so you can go straight to the list of invoices or bills to approve. We know this isn't a direct notification of sorts but should help you get a good feel for these at a glance - If you don't have this yet you can get a feel for what's coming in the homepage from the demo company.

We want to be upfront that while we'd like to explore providing more controls for notifications in the future this isn't in the short term roadmap. We'll continue to stay attuned to votes for this here, and will post an update if anything changes.

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  • Andy Aplin commented  ·   ·  Report

    Having recently identified that bills are not shown in the P&L or reports of supplier transactions until they are approved, this is an important feature in those businesses where bills may be approved by departmental heads that do not otherwise access Xero on a regular basis. Sending them a notification of bills awaiting approval would speed up the approval process and make them visible throughout the accounts, sooner.

  • Lorna Winton commented  ·   ·  Report

    It would limit the manual transactions required by adding more user-friendly features.

  • Jodi Thring commented  ·   ·  Report

    This would be amazing to have in a busy office where managers dont have time to constantly check. It will keep the business operations flowing.

    How do we follow if any action takes place with this suggestion?

  • Ruthi Mabberly commented  ·   ·  Report

    Yes please! This will be very helpful, especially when we are running a 'hybrid' office and are not always available when the purchase processing is done. It helps with communication and ensure prompt payment of bills - less stress!

  • Ivy Sim commented  ·   ·  Report

    A notification function is very important for companies that are not a one-man show. If we are adopting the system, we shall limit the manual transactions required by adding more user-friendly features.

  • Judy Moore commented  ·   ·  Report

    Our employees use the XeroMe app and it would be great if there could be a notification on the app to let them know they items to approve
    Like other apps you get a red dot on the app to let you know there are notifications
    with leave approvers who use their personal email for the xeroMe app, unless the open the app or their personal email everyday they dont know if they have anything to approve

  • Lori Filiatrault commented  ·   ·  Report

    It’s very strange that this is not a feature in Xero. It is definitely needed especially when you have busy approvers and this way they know there’s something waiting to look at.

  • Sarah Apthorpe commented  ·   ·  Report

    This would be very useful. Is this build in the pipeline?

  • Jessica Webb commented  ·   ·  Report

    Really needed - hopefully will be implemented soon.

  • Melanie Isaacs commented  ·   ·  Report

    Yep, we really need this. We just upgraded to add xero expenses and I can't believe it doesn't notify me when there is one to be approved!

  • Laura Carrig commented  ·   ·  Report

    This would be really helpful! I'm currently training in Xero and learning how to do all of the invoices / add bills. For now, my boss is getting me to 'Save & Submit for approval' for the invoices and bills I create. I'm doing quite a few but then my boss doesn't know when they are in the queue for him to approve. So, I'm having to manually tell him each time I have an invoice to be approved so I can then get it approved and email it to our client... It would make things easier if he could get a notification pop up saying there is a bill or invoice to check.

  • Jared Chetty commented  ·   ·  Report

    This is very important. Also depending who created the PO, their particular line manager should get the automated email.

  • Hass Ayache commented  ·   ·  Report

    important for bookkeepers and accountants that assist clients with backend. Good for approvers to receive email notification to streamline the process

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