Bills - upload button
The Upload Bills widget would be far more efficient if it were relocated to the Approve screen rather than its current location.
As many users have already commented (before comments on this topic were closed), the current design requires multiple unnecessary clicks to upload each new bill. This slows down what is otherwise a repetitive, high-volume task.
The most logical place for the Upload Bills button is alongside the Approve button. When processing multiple supplier invoices, the natural workflow is:
Review the current bill.
Approve it.
Immediately upload the next bill.
Having the upload option available at the point of approval would allow users to move seamlessly from one document to the next without returning to another screen. This small interface change would significantly reduce the number of clicks required, improve workflow efficiency, and provide a much better user experience for anyone processing multiple bills.
Alexander Podoroshko
shared this idea
Thanks so much for taking the time to share this suggestion and explain the workflow so clearly.
We can see how having the upload option next to the approval button could help speed things up when you're processing multiple bills.
We're moving this idea to Gaining Support so we can better understand how many customers would like to see this workflow improved. If this change would make a difference for others as well, we’d encourage them to add their vote and share how they use bills day to day.
-
Alexander Podoroshko
commented
Addendum: I'd also like to reiterate a suggestion I've made previously.
The Approve button should be positioned at the top of the page, consistent with the invoice approval screen. This would provide a consistent user experience across Xero and eliminate the need to scroll to the bottom of each bill simply to approve it.
Combining these two improvements—placing the Upload Next Bill option alongside the Approve button and positioning the Approve button at the top of the page—would make processing multiple bills much faster and more intuitive, significantly reducing unnecessary clicks and scrolling.