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4 votes
Ann McNally
supported this idea
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144 votes
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.
An error occurred while saving the comment Ann McNally
supported this idea
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Bills being sent to specific person for approval is definitely required especially for businesses which have different departments. Thought about adding a tracking category for the different departments however tracking categories only appear to work on reports and the invoice has to be approved. to appear on the report. Adding tacking category column to the bills screens would help in the meantime.