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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.

    Michael Dambrosio supported this idea  · 
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    Michael Dambrosio commented  · 

    At least one other user with limited rights to approve should be available under settings. Currently clients are forced to go to their bank's software eg CBA and its Commbiz which then necessitates a lot of emails between members and then manual entry into Xero. My client now is considering severing the Xero bank link and perhaps switching to another software. I note that apps are available at significant additional cost and perhaps Xero is relying on the extra income from the app.
    Xero has suggested a work around but the risk of a standard user appoving and paying a fraudulent bill remains.