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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.

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    Desmond Sowah commented  · 

    Can we now have more than one approver before the final approver(Director) in using Xero? Can Xero team also consider a cut off point for user who fail who fail to send a request for approval withing a specific period when they expected to do so. Same for user who still have money/advance cannot for projects cannot send a request for another unless necessary? Also a customized Report for Managers and Directors.