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  1. Bills - Share bills for approval with users outside Xero

    15 votes

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    6 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks for sharing with us on this idea. It would be good to get further insight into why the user would not be invited into the Xero organisation if they are a part of the approval process.

    While we don't have plans for developing a share link on bills like invoices at this stage, an option for some right now could be to export bills from your organisation which could be provided to the right person in a CSV format.

    Clare Falkner shared this idea  · 

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

    144 votes

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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.

    Clare Falkner supported this idea  ·