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143 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.
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Andrew Hollingsworth
commented
We have several managers / team leaders and it is not appropriate for them all to see all the bills so a route to send something through to a specific person for approval would be great.
An error occurred while saving the comment Andrew Hollingsworth
commented
You do not need to be large for this to be relevant. We have less than 20 staff but also quite a lot of volunteers. Most of the staff will have some bills or expenses to approve
Andrew Hollingsworth
supported this idea
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33 votesAndrew Hollingsworth
supported this idea
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I think there are two critical issues. An approval path were two people need to approve but also a 'private' path so that fees for professional services awaiting approval cannot be seen by say the catering manager who needs to login to approve food purchases. I have concluded that something like ApprovalMax is needed and Xero without the additional App is not going to work.