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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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  • Belinda Capuana commented  ·   ·  Report

    it allows users to not have to check the app every day when they don't have an office eg. trades etc.

  • Sarah Pemberton commented  ·   ·  Report

    Concur with comments. Automatic Notifications sent to those with authority to approve Expenses, Bills, Invoices, Workpapers are essential for faster workflows in Xero.

  • Abby Tan commented  ·   ·  Report

    We have two different approver in the company. We require an email notification when expenses, bills and invoices are submitted/created for approval and an option to choose approver name.

    Would be great to have this in Xero. Thanks

  • Peter McLinden commented  ·   ·  Report

    Just repeating other user’s comments. Automatic email notification of purchase orders requiring approval would be more efficient for our business.

  • Heidi Fransen commented  ·   ·  Report

    We are setting up our PO system in Xero and I'm surprised this function isn't available. We have quite a few team leaders and managers who need to approve expenses and this would be a great way to be efficient and help them save time.

  • Mary Ann Pena commented  ·   ·  Report

    We have two different approver in the company. We require an email notification when expenses, bills and invoices are submitted/created for approval and an option to choose approver name.

    Would be great to have this in Xero. Thanks

  • Rebecca Smith commented  ·   ·  Report

    We require an email notification when expenses have been submitted.

  • Elizabeth Ryan commented  ·   ·  Report

    We require an email notification when bill/invoice is submitted

  • Martin Flavell commented  ·   ·  Report

    We require an email notification when expenses have been submitted.

  • Daniel Stevenson commented  ·   ·  Report

    Please can this be done for expenses ideally an email notification (Can set it up to send to an inbox/multiple inboxes)

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