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Dashboard - Show Bills and Invoices that are in 'Awaiting Approval'

Ability to show bills and invoices that are in ‘awaiting approval’ status.

Purpose: Saving users’ time from having to click on ‘invoices owed to you’.

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
Completed  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hiya team, with our new Homepage rolled out now to all users we're pleased to return and update this idea.

As note in my last post- Visibility of items needing approval for both invoices and bills are available from 2 places within the new Homepage;

  • In the respective Invoices owed to you, or Bills to pay widget, and
  • IF there are items that need reviewing for approval, as a line within the Tasks widget

We really appreciate the input we've received from everyone on this idea. Thanks for sharing how incorporating this feature into the experience would add value for you 😊

Show previous admin responses (2)
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  • Julia Williams commented  ·   ·  Report

    It would be really useful to add this to the dashboard.
    My client keeps thinking he has more money available than he has.
    The report for this is not very helpful as it has duplicate lines that have to be removed before sending to client.

  • Rebekah Green commented  ·   ·  Report

    Currently, an email has to be sent to the person who does the final check and approves bills/invoices for payment/issue to let them know that the drafts have been checked and have been submitted for approval. Please add "Awaiting Approval" to the dashboard!

    In the same vein - bills that are sitting in "Awaiting Approval" do not appear on the Aged Payables report - this can result in missed payments, especially when the person paying the bills relies on this report to pay creditors and doesn't go searching for any other bills that may be awaiting approval.

  • Tara Nathan commented  ·   ·  Report

    100% agree - for the dashboard to work properly, it needs to show ALL bills rather than a subsection. Awaiting approval has clearly been 'more vetted' (Kiwinglish) than a draft bill so this total needs to show at the front, particularly for management to view. We bookkeepers already know how to look behind the scenes and find the detail.

  • Bernice Smith commented  ·   ·  Report

    So important for the dashboard to show complete and accurate data and also make it easy for approvers to access bills and invoices awaiting approval. So frustrating that it is still not done!!

  • Hill Lorden commented  ·   ·  Report

    Can this please be implemented ASAP, it is absurd that the dashboard functions this way without showing all the bills/invoices.
    I view this as a bug or defect rather than a feature to be implemented.

  • Irfan Aslam commented  ·   ·  Report

    The purpose of 100% visibility dies if partial data is missing. It is critical to see all the invoices status and sum the balance (Awaiting Approval is Critical and information is incomplete)

  • Gwyneth Carson commented  ·   ·  Report

    Ability to see all invoices awaiting approval on dashboard. (both customer and supplier).

  • budi harto commented  ·   ·  Report

    Very Critical.

    Not all XERO user really knows how to use XERO, higher level such as boss, directors, they don't even bother to find out how to approve bill :p

    Hope by looking at dashboard, they just simply click and approve. :)

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