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  1. Bills - Ability to select user to approve draft bills

    79 votes

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    27 comments  ·  Users & setup » User permissions  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we hear how manual communication to the right person about which bills need their attention can be time-consuming, especially as teams grow.

    We’re pleased to let you know that we’re developing a bill approval workflow in Xero. It’ll let admins choose named approvers and set routing rules, so bills can be automatically directed to the right person (rather than relying on inboxes, spreadsheets or verbal follow-up).

    Approvers will be able to see the bills waiting for them in Xero and receive an email when their step becomes active, making ownership clearer while keeping the bill, approval decision and history together in one place. You can find more detail in our bill approvals update on The Long and Short of It 😊 - We’ll share more as this feature lands!

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    Luby Hough commented  · 

    Very important and would save us from going to another supplier for this facility.

    Luby Hough supported this idea  · 
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    Luby Hough commented  · 

    Improve the Bills Approval process so bills can be directed to the correct person / department for approval. This would increase efficiency a lot.
    Moss (and others) currently offering a much better service that includes budgets and also offering Purchase Order, Expenses and Card systems but I would rather keep everything together in Xero if the functionality was better.

  2. Xero Expense report - Ability to add column for user that created the expense

    36 votes

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    submitted  ·  15 comments  ·  Payroll & expenses » Expense claims  ·  Admin →
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    Luby Hough supported this idea  ·