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

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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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    Mukhtar Hasan commented  · 

    Some of our cllients have multiple approval authorities for items above certian limits. This would therefore be an extremely important feature.

    Mukhtar Hasan supported this idea  · 
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    Mukhtar Hasan commented  · 

    This is critical for one of our clients. They have a system of having two authorized persons approve a bill before it is passed on for payment. Without this, they are not able to implement Xero and are looking elsewhere.