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  1. Bills - Ability to allow multiple levels of approval for bills

    144 votes

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    66 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hey community, thank you for continuing to highlight how important multi-level approvals for paying bills can be for teams of all sizes. We’re currently building a customisable bill approval workflow into Xero that'll let admins set rules based on factors such as amount, supplier, account code or who submitted the bill. You’ll then be able to automatically route bills through selected approvers in sequential or parallel steps. ✨

    Approvers will be able to take action in Xero, with a digital audit trail captured in history and notes to identify who approved a bill and when - Helping to keep the approval chain moving. You can read more about our direction in our update on The Long and Short of It.

    I’ll come back to share as this begins to officially rollout.

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    Maya Kemp commented  · 

    Definitely need this function! I don't understand the submit for approval function when you can't choose who you want to submit to.

    Maya Kemp supported this idea  · 

  2. Invoice - Assign a specific approver for each invoice

    21 votes

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    submitted  ·  8 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Maya Kemp supported this idea  · 

  3. Sales Invoices- Flag as 'in dispute / query'

    538 votes

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    148 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we thank you for your feedback on the value of being able to flag a Sales invoice as in dispute. We know a clear way to mark these invoices would be helpful.

    Similarly to our update for Supplier invoices there are a few options you may want to consider to currently highlight Sales invoices in this situation;

    1. Add a note to the invoice to serve as a clear internal reminder of the dispute.
    2. Utilise tracking categories: Creating a specific tracking category like "Disputed Invoices" can help you filter and report on these items.
    3. Update the reference to add a notation such as [reference number] - 'In dispute'

    While we know these aren't perfect solutions, we hope these may help some in the conversation right now.

    We appreciate your enthusiasm for this feature, and we want to be transparent about where it stands, and this is an idea that…

    Maya Kemp supported this idea  ·