Settings and activity
3 results found
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142 votes
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.
Rachael D
supported this idea
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An error occurred while saving the comment -
536 votes
Hi community, we understand how being able to send quote reminders like you can for invoices, would help with following up on uncommitted work with your customers and potentially locking in sales.
For the time being, as many will be aware you can resend a quote that’s already been sent, by clicking the 3 dot menu in the top right and choosing ‘Send’, where you’ll have the option to change the email and who it’s being addressed to.
This is something we have intentions of diving into discovery for this year and I’ll return to share more news when things progress. Thanks
An error occurred while saving the comment Rachael D
commented
Yes, in our business we were just talking about this recently. Whenever we manually remind our customers of their quotes becoming due, we definitely get an improved take up. It's an important business feature and needs to be automated.
Rachael D
supported this idea
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38 votes
Thanks for your patience whilst this idea is gaining traction.
We've reviewed this idea and have updated it's status to Gaining Support.
Whilst this idea isn't currently on our product team's roadmap, we're monitoring the activity and will keep you updated on the way.
An error occurred while saving the comment Rachael D
commented
Allow organizations like us which have more than one wages expenses account to be able to override the single default wages account for paid leave in order for this to be coded automatically to our six different wages expenses accounts during payroll.
Until now we have used ordinary pay items for paid leave because there is an override capability there. The STP2 with the ATO requirement to us classify leave however has forced us out of this workaround.
Without an override, this is going to create a lot of work for us to individually journal every staff member's paid leave to their wages account.
It makes Xero look like only a solution for small business with a handful of employees all doing similar work, not a medium sized business like ours..
Rachael D
supported this idea
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We have several budget holders as well. We are still a paper based organization because of the lack of ability to get explicit approval electronically this way. This has environmental sustainability implications and that's why I have classified this matter as critical.