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  1. Bill Payment - Ability to review attached bill when creating an ABA file

    9 votes

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    3 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for sharing your idea, and letting us know the changes that matter most for you.

    We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

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    Abby Tan commented  · 

    After generating the batch payment for bank processing, I would like xero to add the functionality to upload or attach the source data/ original bills files to a batch payment.

    It is time consuming to download each bill manually for approver who like to review the original bills.

    s it possible in Xero to attach the original bills to the batch payment list—based on the bills selected for processing—instead of having user to download each bill individually

    Abby Tan supported this idea  · 

  2. Notifications - Email/notification when items are Awaiting Approval in Xero

    374 votes

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    153 comments  ·  Users & setup » Navigation  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we appreciate the challenges manually chasing approvals can cause in the flow of processing your transactions.

    We’re pleased to share that we’re now actively working on a customisable bill approvals workflow to tackle this front on. As part of the flow an approver will receive an email when their approval step becomes active, and within Xero you’ll be able to see what needs attention.

    This means the person responsible can go straight to the bill, review it and approve or reject it without searching through the wider bills list. 🙂

    We recognise this work is limited to bills at present and there are users that'd also like to see these similar notifications on other document types. This is something we’ll continue to consider how we might leverage these notification patterns for other areas of Xero but don’t have commitments for as yet.

    You can read more about the …

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    Abby Tan commented  · 

    We have two different approver in the company. We require an email notification when expenses, bills and invoices are submitted/created for approval and an option to choose approver name.

    Would be great to have this in Xero. Thanks