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Hi team, we appreciate wanting more flexibility in expense permissions and that for some businesses a multi-level approval process is necessary.
Though we are continuing to develop Xero expenses to encompass more tools and features our customers are after, we want to be upfront that we don’t have any plans to change expense permissions on our current roadmap.
We will continue to assess your feedback and consider ideas like this as our plans evolve. If there is any change we will share an update.
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Heinrich Badenhorst
commented
Our company has locations in in London, France, Germany, and the US and has a Xero entity set up for each.
I onboarded all employees to Xero Expenses 2 months ago and it staff are happy with the mechanics of the process.
The challenge I have is the approval hierarchy. All expense approvals sit with me. This needs to change as each line manager/ department/ team head should be responsible for approving their teams’ expenses.
We have a tracking option for “Department” which can be used to pool employees in their respective teams.
I would then like to add approvers for each “Department” that controls their teams’ expenses and be the first line of approval.
The finance team and MD's are responsible for final (second tiered approval).Hope this can be implemented and this scenario is prevalent elsewhere. Xero expenses works really well, we just need it to be scalable from a hierarchial perspective.
Heinrich Badenhorst
supported this idea
·
Our company has locations in in London, France, Germany, and the US and has a Xero entity set up for each.
I onboarded all employees to Xero Expenses 2 months ago and staff are happy with the mechanics of the process.
The challenge I have is the approval hierarchy. All expense approvals sit with me. This needs to change as each line manager/ department/ team head should be responsible for approving their teams’ expenses.
We have a tracking option for “Department” which can be used to pool employees in their respective teams.
I would then like to add approvers for each “Department” that controls their teams’ expenses and be the first line of approval.
The finance team and MDs are responsible for the final (second-tiered approval).
Hope this can be implemented and this scenario is prevalent elsewhere. Xero expenses work really well, we just need it to be scalable from a hierarchical perspective.