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  1. Bills - Ability to allow multiple levels of approval for bills

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    66 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

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    Judi Willoughby commented  · 

    I am very surprised that a Bill can't be directed to the appropriate person for authorising. Even leave requests have space to select the approving manager.

    We are going to need several managers to approve Bills and don't want them having to sift through all the Bills to work out which ones they should approve. Also don't want all managers able to see all Bills.

    Are there any solutions?

    We need this for Audit.

    Judi Willoughby supported this idea  ·