Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

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

    79 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    27 comments  ·  Users & setup » User permissions  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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!

    An error occurred while saving the comment
    Sarah Wellstead commented  · 

    This is really critical so that bills aren't approved accidentally by another user.

    Sarah Wellstead supported this idea  ·