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

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   153 comments  ·  Users & setup » Navigation  ·  delete…  ·  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 direction of this on The Long and Short of It and I’ll round back to share more as this feature is released.

   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 … more

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   Laura Carrig commented  ·  04 August, 2022  ·  Edit…  ·  delete…

   This would be really helpful! I'm currently training in Xero and learning how to do all of the invoices / add bills. For now, my boss is getting me to 'Save & Submit for approval' for the invoices and bills I create. I'm doing quite a few but then my boss doesn't know when they are in the queue for him to approve. So, I'm having to manually tell him each time I have an invoice to be approved so I can then get it approved and email it to our client... It would make things easier if he could get a notification pop up saying there is a bill or invoice to check.

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