Settings and activity
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138 votes
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Malcolm White
supported this idea
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373 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 …
An error occurred while saving the comment Malcolm White
commented
I support this idea so long as each invoice can be approved by a relevant person, but surprised it is not a standard start up function.
Malcolm White
supported this idea
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Please can Xero make an amendment to it's software so that where necessary Contacts can be check marked to indicate "Private" to restrict viewing to say Finance only. An invoice from a Supplier may be very private and should not be seen by all users of the Purchases module. Such contacts may have a legal or special consultancy bias.