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 providing more controls for notifications in the future this isn't in the short term roadmap. We'll continue to stay attuned to votes for this here, and will post an update if anything changes.
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…
Enable to add a workflow such as preparer role and approval role for Quotation, Invoices, Bill to Pay in Xero.
Purpose: Enable approver to approve or decline with adding remark for preparer act on the next steps. This can facilitate the whole process more efficiently. To notify preparer once the quotation/invoices/bill to pay being approved. So that preparer can proceed to the next step faster instead of need to keep checking on the status.
Enable to add a workflow such as preparer role and approval role for Quotation, Invoices, Bill to Pay in Xero.
Purpose: Enable approver to approve or decline with adding remark for preparer act on the next steps. This can facilitate the whole process more efficiently. To notify preparer once the quotation/invoices/bill to pay being approved. So that preparer can proceed to the next step faster instead of need to keep checking on the status.