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Purchase orders, bills & inventory: Bills

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Bills - Ability to allow multiple levels of approval for bills

Ability to approve bills by more than one user in Xero.

Purpose: Because some companies have more than 1 directors/managers, so this feature will improve users’ workflow in approving the bills within Xero.

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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  · 

Hey community, thank you for continuing to highlight how important multi-level approvals for paying bills can be for teams of all sizes. We’re currently building a customisable bill approval workflow into Xero that'll let admins set rules based on factors such as amount, supplier, account code or who submitted the bill. You’ll then be able to automatically route bills through selected approvers in sequential or parallel steps. ✨

Approvers will be able to take action in Xero, with a digital audit trail captured in history and notes to identify who approved a bill and when - Helping to keep the approval chain moving. You can read more about our direction in our update on The Long and Short of It.

I’ll come back to share as this begins to officially rollout.

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  • Angela Doherty commented  ·   ·  Report

    It will be really helpful if this can be brought it to ensure that purchase orders are dealt with promptly and by the appropriate person.

  • David Odesola commented  ·   ·  Report

    This is needed for workflow and easy document approval.

    Once a Purchase Order or any other Originating document is raised, email should go to assigned Advisers, Accountant etc for approval and once the link for approval is clicked it should either open Xero or automatically approved the document

  • Ivy Sim commented  ·   ·  Report

    This is part of the internal control processes, and will be very useful for bigger companies!

  • Amy Chennell commented  ·   ·  Report

    Andrea Geeve commented
    ·
    We need 2 persons able to approve invoices. Then we can allign our UK admin with our other admins.
    And of course, only applicable invoices should be visible for the person to authorize.

    Completely agree with this. Also required for audit purposes

  • Andrea Geeve commented  ·   ·  Report

    We need 2 persons able to approve invoices. Then we can allign our UK admin with our other admins.
    And of course, only applicable invoices should be visible for the person to authorize.

  • Leigh Hodgkiss commented  ·   ·  Report

    "If you could request a certain manager to approve and they could login and only see the invoices that are applicable to them"

    This feature would be really beneficial for our organisation.

  • Karen Draper commented  ·   ·  Report

    This would be a great feature for some small-medium businesses. If you could request a certain manager to approve and they could login and only see the invoices that are applicable to them. Currently it means any manager can approve any bill and for those organisations that require two to approve it means they have to implement a different add-on for that feature only. It would be beneficial for the admin team to also be able to have a total of bills in draft/awaiting approval/awaiting payment to see what amount is likely payable. Currently this is a manual process of adding up the various types of bills.

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