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1. Notifications - Email/notification when items are Awaiting Approval in Xero

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   153 comments  ·  Users & setup » Navigation  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, we appreciate the challenges manually chasing approvals can cause in the flow of processing your transactions.

   We’re pleased to share that we’re now actively working on a customisable bill approvals workflow to tackle this front on. As part of the flow an approver will receive an email when their approval step becomes active, and within Xero you’ll be able to see what needs attention.

   This means the person responsible can go straight to the bill, review it and approve or reject it without searching through the wider bills list. 🙂

   We recognise this work is limited to bills at present and there are users that'd also like to see these similar notifications on other document types. This is something we’ll continue to consider how we might leverage these notification patterns for other areas of Xero but don’t have commitments for as yet.

   You can read more about the direction of this on The Long and Short of It and I’ll round back to share more as this feature is released.

   Hi community, we appreciate the challenges manually chasing approvals can cause in the flow of processing your transactions.

   We’re pleased to share that we’re now actively working on a customisable bill approvals workflow to tackle this front on. As part of the flow an approver will receive an email when their approval step becomes active, and within Xero you’ll be able to see what needs attention.

   This means the person responsible can go straight to the bill, review it and approve or reject it without searching through the wider bills list. 🙂

   We recognise this work is limited to bills at present and there are users that'd also like to see these similar notifications on other document types. This is something we’ll continue to consider how we might leverage these notification patterns for other areas of Xero but don’t have commitments for as yet.

   You can read more about the … more

   Marc Gold supported this idea  ·  05 April, 2025
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   Marc Gold commented  ·  05 April, 2025  ·  Edit…  ·  delete…

   Couldn't agree more, we raised this and commented about it a number of times. Im now face with the proposition that we must have approvers in the process, so looks like we may have out grown Xero, finally and will need to move to something more capable as a business tool.

   Sorry Xero, it was good while it lasted, maybe losing customers to a competitor might finally spur you into listening to your customer base more.

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   Marc Gold commented  ·  22 March, 2023  ·  Edit…  ·  delete…

   We have just started using the approval process. I cannot believe that have a workflow to assign PM / Management to the approval process isn't already implemented. This is a feature that is present in so many other systems.

   So Yes Please please add this.

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