We have solve the problem by adding the initials of who needs to approve it to the bill reference. ( MN - Inv 1234 ). If more than one person needs to approve the bill we add both initials. ( MN - TS - Inv 1234 ). We can then filter once a week by the initials and email each member of staff the Xero link for the ones they need to approve. They just click on the link and get access to all the bills relevant to them.
We then ask them not to approve it themselves but to write a note saying "Accepted". Once everyone who needs to approve it has checked the bill Accounts do the final Approving.
I hope this helps as Xero is unlikely to add a new function if there is a partner software that expands on this process, in this case, for example, WorkflowMax for authorisation of POs and bills.
Mar Navarro
supported this idea
·
Hi all,
We have solve the problem by adding the initials of who needs to approve it to the bill reference. ( MN - Inv 1234 ). If more than one person needs to approve the bill we add both initials. ( MN - TS - Inv 1234 ). We can then filter once a week by the initials and email each member of staff the Xero link for the ones they need to approve. They just click on the link and get access to all the bills relevant to them.
We then ask them not to approve it themselves but to write a note saying "Accepted". Once everyone who needs to approve it has checked the bill Accounts do the final Approving.
I hope this helps as Xero is unlikely to add a new function if there is a partner software that expands on this process, in this case, for example, WorkflowMax for authorisation of POs and bills.
Thanks