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  1. Dashboard - Show Bills and Invoices that are in 'Awaiting Approval'

    116 votes

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    68 comments  ·  For small businesses » Business features  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate all the votes and comments on this idea. We’ve heard your feedback and recognise how helpful it would be to see invoices and bills awaiting approval directly from the dashboard.

    The good news is that a solution is currently in development. As you might’ve heard, we’re currently working on a new navigation and homepage experience, which is currently in Beta.

    As part of this update, you'll be able to view the # of awaiting approval invoices or bills from the Bills to pay or Invoice owed to you widgets, and can go straight to the relevant screen from the new Task widget helping you stay on top of approvals without needing to jump between pages - You'll just need the right user permissions to see this.

    If you’d like a preview, you can check out the design on our Prototype page. We’re still building this…

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    Michael Gerrard commented  · 

    re Purpose, as above: -
    More than "saving users' time . . ", presence on the Dashboard alerts busy managers that approval action is required in their department.. E.G. "Inv-333333 (MG) alerts MG that follow up is needed. In our particular operation this is more than important. Thank you

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    Michael Gerrard commented  · 

    Xero File with Multiple Users:
    Those entering bills are often not those responsible for approving bills.
    The Dashboard should alert all users to "action required", in this case various section managers - the current Bills To Pay screen is deficient in this regard. This is especially so where bills are received centrally. For efficiency and timely operation, I regard this idea as closer to Critical more so than Important. Michael G

    Michael Gerrard supported this idea  ·