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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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    Amaia Yeregui commented  · 

    I would like to have an approval workflow in which 2 employees in Xero have to approve a bill before we can pay it. One employee raised the bill in xero, it is sent for approval (in Xero), so the second approver will receive an email to approve that bill in xero, once approved will move to status Awaiting payment. Thanks

    Amaia Yeregui supported this idea  ·