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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.

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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  · 

Hi community, we appreciate the challenges manually chasing approvals can cause in the flow of processing your transactions.

We’re pleased to share that we’re now actively working on a customisable bill approvals workflow to tackle this front on. As part of the flow an approver will receive an email when their approval step becomes active, and within Xero you’ll be able to see what needs attention.

This means the person responsible can go straight to the bill, review it and approve or reject it without searching through the wider bills list. 🙂

We recognise this work is limited to bills at present and there are users that'd also like to see these similar notifications on other document types. This is something we’ll continue to consider how we might leverage these notification patterns for other areas of Xero but don’t have commitments for as yet.

You can read more about the direction of this on The Long and Short of It and I’ll round back to share more as this feature is released.

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  • 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

  • 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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