Settings and activity
3 results found
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116 votes
Hi everyone, we appreciate all the votes and comments on this idea. We’ve heard your feedback and recognise how helpful it would be to see invoices and bills awaiting approval directly from the dashboard.
The good news is that a solution is currently in development. As you might’ve heard, we’re currently working on a new navigation and homepage experience, which is currently in Beta.
As part of this update, you'll be able to view the # of awaiting approval invoices or bills from the Bills to pay or Invoice owed to you widgets, and can go straight to the relevant screen from the new Task widget helping you stay on top of approvals without needing to jump between pages - You'll just need the right user permissions to see this.
If you’d like a preview, you can check out the design on our Prototype page. We’re still building this…
An error occurred while saving the comment An error occurred while saving the comment Gwyneth Carson commented
Ability to see all invoices awaiting approval on dashboard. (both customer and supplier).
Gwyneth Carson supported this idea ·
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494 votes
Thanks for everyone's support in this idea. We understand the strong feelings expressed in your comments, where an invoice can be accidentally approved when still needing to go through a review or remain in a draft status.
As suggested by some users in this thread, if this has already occurred an option for now would be to add a note to the history of the invoice so other users are aware of the action and what needs to be done, or alternatively Void the invoice and copy to a new Draft invoice (consider if you need to change the invoice # before voiding the approved one, so you can use this on the new draft invoice).
While not a resolution for this idea, to avoid mistakenly approving an invoice an option could be to make use of the keyboard shortcuts that are now available in invoicing such as Save &…
An error occurred while saving the comment Gwyneth Carson commented
Come on Xero. This is getting silly. Give your clients the features they need.
Gwyneth Carson supported this idea ·
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181 votes
Gwyneth Carson supported this idea ·
A glimmer of hope that UK build has been given this feature. When are we getting it in NZ? Wont hold my breath.