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1. Dashboard - Show Bills and Invoices that are in 'Awaiting Approval'

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   68 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, we appreciate all the votes and comments on this idea. We’ve heard your feedback and recognise how helpful it would be to see invoices and bills awaiting approval directly from the dashboard.

   The good news is that a solution is currently in development. As you might’ve heard, we’re currently working on a new navigation and homepage experience, which is currently in Beta.

   As part of this update, you'll be able to view the # of awaiting approval invoices or bills from the Bills to pay or Invoice owed to you widgets, and can go straight to the relevant screen from the new Task widget helping you stay on top of approvals without needing to jump between pages - You'll just need the right user permissions to see this.

   If you’d like a preview, you can check out the design on our Prototype page. We’re still building this out and we'll share as this rolls out to you all, here.

   Hi everyone, we appreciate all the votes and comments on this idea. We’ve heard your feedback and recognise how helpful it would be to see invoices and bills awaiting approval directly from the dashboard.

   The good news is that a solution is currently in development. As you might’ve heard, we’re currently working on a new navigation and homepage experience, which is currently in Beta.

   As part of this update, you'll be able to view the # of awaiting approval invoices or bills from the Bills to pay or Invoice owed to you widgets, and can go straight to the relevant screen from the new Task widget helping you stay on top of approvals without needing to jump between pages - You'll just need the right user permissions to see this.

   If you’d like a preview, you can check out the design on our Prototype page. We’re still building this… more

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   Caillie Evans commented  ·  25 May, 2023  ·  Edit…  ·  delete…

   I would really like this visibility from the dashboard. I would also like to see 'bills awaiting approval' included on the cash flow projection. At the moment the company owner is slow to approve bills (this process is unlikely to change!), which means that they are not visible on the dashboard until pretty much the day they are going to be paid. Likewise for the cash flow projection. If I want an accurate cash flow projection I have to make one in a spreadsheet. I see this as a huge failing by Xero and I can't understand why 'drafts' are shown on the dashboard but 'awaiting approval' are not, it's crazy and causes me heaps of extra work each month.

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   Caillie Evans supported this idea  ·  25 May, 2023