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  1. Bills - Ability to select user to approve draft bills

    79 votes

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    27 comments  ·  Users & setup » User permissions  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we hear how manual communication to the right person about which bills need their attention can be time-consuming, especially as teams grow.

    We’re pleased to let you know that we’re developing a bill approval workflow in Xero. It’ll let admins choose named approvers and set routing rules, so bills can be automatically directed to the right person (rather than relying on inboxes, spreadsheets or verbal follow-up).

    Approvers will be able to see the bills waiting for them in Xero and receive an email when their step becomes active, making ownership clearer while keeping the bill, approval decision and history together in one place. You can find more detail in our bill approvals update on The Long and Short of It 😊 - We’ll share more as this feature lands!

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    Craig Dennis commented  · 

    We don't want to go to 3rd party apps for routing invoices for approval. This needs to be a base function within Xero

    Craig Dennis supported this idea  · 

  2. Report Templates - Allow Xero blue client access to Report Templates in organisation

    95 votes

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    36 comments  ·  Practice tools  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for your votes and comments on this idea. We’ve looked into this request, and at this stage, we won’t be moving forward with it.

    Report templates are a beneficial feature designed for our Xero Partners managing multiple clients.

    We do understand how important it is to have a consistent and repeatable reporting process. A good alternative is to use the Management Report within the client’s organisation. It allows you to build a customised report pack that can be saved and reused. You’ll find it under the Reports section, and there’s a Xero Central article that steps through how to set one up.

    Thanks again for your feedback—it helps shape how we continue to improve reporting in Xero.

    Craig Dennis supported this idea  · 
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    Craig Dennis commented  · 

    I'm a Chartered Accountant with a number of clients on Xero with one big reason being the Annual Report Pack for YE and tax accounts. I'm not big enough nor don't need Xero Practice... And the new report writing does not allow the bringing together of everything needed here including templated notes, company details and directors' reports all in one pack. Would Xero consider creating an Annual report Pack going forward?