Settings and activity
3 results found
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195 votes
Thomas Marlow
supported this idea
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7 votes
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Thomas Marlow
commented
Having the option to show the chart of account reference code on the project financial report. Would allow checking of spending against each area when analysing the project report.
Thomas Marlow
supported this idea
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374 votes
Hi community, we appreciate the challenges manually chasing approvals can cause in the flow of processing your transactions.
We’re pleased to share that we’re now actively working on a customisable bill approvals workflow to tackle this front on. As part of the flow an approver will receive an email when their approval step becomes active, and within Xero you’ll be able to see what needs attention.
This means the person responsible can go straight to the bill, review it and approve or reject it without searching through the wider bills list. 🙂
We recognise this work is limited to bills at present and there are users that'd also like to see these similar notifications on other document types. This is something we’ll continue to consider how we might leverage these notification patterns for other areas of Xero but don’t have commitments for as yet.
You can read more about the …
Thomas Marlow
supported this idea
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Would make a massive difference when assigning bills to pay to projects rather than each bill at a time.