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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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    Mark Freeman commented  · 

    Wow this idea has been here since 2022 with no action and is a simple fix.

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    Mark Freeman commented  · 

    Extension to this idea is that you can have multiple authorisors but it take two to move the bill through the process to be paid.

    Be simple I would say that you could write simple line of code that looked at notes and said if user A raised this bill they can not approve it.

    User A can approve any other bill awaiting approval and if they have authority but a simple line of code that blocks approval of a bill the user raised seems very simple.

    In user settings you could offered the line of code be turned off for those who don't what that level of security.

    Mark Freeman supported this idea  ·