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

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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!

    Georgia Cutbush supported this idea  · 
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    Georgia Cutbush commented  · 

    Agree this would be great as we would like to give accountability to staff members so they could see only their approvals - especially critical for those who are not as familiar with xero,