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  1. Notifications - Email/notification when items are Awaiting Approval in Xero

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    151 comments  ·  Users & setup » Navigation  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks for all the support here. We appreciate how some users would find a notification for items awaiting approval a time-saver, and could improve efficiency in approval and payments.

    You may have heard of our new homepage experience that will be rolling out to all customers over the coming months. With improvements to the Invoices owed to you, and Bills to pay widgets there is now a summary for invoices and bills that are awaiting approval, with clickable links so you can go straight to the list of invoices or bills to approve. We know this isn't a direct notification of sorts but should help you get a good feel for these at a glance - If you don't have this yet you can get a feel for what's coming in the homepage from the demo company.

    We want to be upfront that while we'd like to explore…

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    Aaron Howe commented  · 

    There is presently no equivalent workflow in Xero to handle this externally without paying for API access. Even if it needs user roles which would be difficult to retrofit, reminders could go to the main administrator(s) in Xero indiscriminately and would likely not impact them very much.

    Aaron Howe supported this idea  ·