Opening and Approving multi bills from same supplier invoices
We have to approve multi invoices (purchase bills) from the same supplier; currently we enter the company name in the search bar, which brings up the suppliers purchase bill listing. We then open to view each bill, to check details, amounts, and the project to which it is assigned to then approve it. From there we click back using the arrow (top left of screen) to the original listing for that supplier, who should still be showing in the search bar, to do the same process for their next bill approval. However, we can only do this process (go arrow back) twice after which the name in the search bar disappears and the complete listing of all companies are then displayed. So we have to type into the search bar again the name of that same company to restart the process. I don't know if this is a glitch that the name is removed from the search bar after the second time of going back, after completing this process. Is there anything that can be done to stop the name removing itself from the search bar, if we want to continue opening each purchase bill from them to check and approve.
Maria Lovell
shared this idea
Appreciate your sharing all the detail of your flow and the issue you're running into here, Maria. I would say it may be best to come into our Xero Support team via case where we can get a closer look at the flow to be able to investigate this.
That said, taking on board the flow you've described it sounds like the Quick view and edit option actually may better suit your needs and save you a few clicks in the process.
From the Awaiting Approval list you can click the eye icon to review the bill details, and then Approve and next which will drop to the next bill in your filtered list. From this quick view you can also quickly scroll and open the next bill if you'd like to review these in a noon sequential order.
