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.
An error occurred while saving the comment -
22 votes
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Linda Kennington
commented
If you can log in and save a bill to draft from a Xero link, how come you can't do the same for a credit note? I have several credit notes to enter from another Xero file, all up to 10 lines on each invoice and I have to manually enter them, not import them straight from the link.
It is frustrating that credit notes don't seem to work as seamlessly as bills do. -
65 votes
An error occurred while saving the comment Linda Kennington
commented
It would be appreciated to have this implemented as soon as possible please. I have already nearly overcharged someone because a credit note could not be added and I am not the only one who does the invoicing.
An error occurred while saving the comment Linda Kennington
commented
It is great that the option to apply a bill or spend money to a customer, however should you receive a credit note from a supplier for that same contact/customer, you can't add that credit note to a contact, only a project. It seems strange to me that if you can add an expense to a contact/customer, you should also be able to add a credit note.
Linda Kennington
supported this idea
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I have a client who is asking about this feature also as they have recently begun a company that has two directors and would like the ability for both directors to be able to view and approve bills and invoices for payment that are entered/prepared by me, their bookkeeper.