Settings and activity

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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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   Coral Minifie commented  ·  21 August, 2023  ·  Edit…  ·  delete…

   This is really important to us with the majority of our workers working remotely. It would be a huge improvement if an automatic notification could be sent when approvals are required.

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2. Contact - Supplier Account Credit Limits

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   117 comments  ·  Contacts & documents » Contact  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks so much for all your support and input on this idea, everyone.

   We understand how helpful it’d be to have a credit limit field for suppliers in Xero, and how it could help manage cash flow and stay within agreed limits with your key suppliers.

   A good workaround shared here, is to use the Notes field in the supplier's contact record to manually track their credit limit. While this doesn't automatically stop you from exceeding the limit, it's a visible reminder for your team. Additionally, regularly running the Aged Payables Summary or Detail report can help you keep an eye on what you owe and when it's due.

   We know there’s a desire for this functionality, however we want to be transparent that we don’t have any plans for this in the near term, and will move this to Not in pipeline.

   The idea will remain open for votes so we can continue to gauge community interest and feed that back to our product teams.We'll be sure to post another update if the status of this idea changes.

   Thanks so much for all your support and input on this idea, everyone.

   We understand how helpful it’d be to have a credit limit field for suppliers in Xero, and how it could help manage cash flow and stay within agreed limits with your key suppliers.

   A good workaround shared here, is to use the Notes field in the supplier's contact record to manually track their credit limit. While this doesn't automatically stop you from exceeding the limit, it's a visible reminder for your team. Additionally, regularly running the Aged Payables Summary or Detail report can help you keep an eye on what you owe and when it's due.

   We know there’s a desire for this functionality, however we want to be transparent that we don’t have any plans for this in the near term, and will move this to Not in pipeline.

   The idea will remain open for votes… more

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   Coral Minifie commented  ·  21 September, 2022  ·  Edit…  ·  delete…

   I would really like this feature as we find it very difficult to manage spending limits without it.

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   Coral Minifie supported this idea  ·  17 September, 2022