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

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   154 comments  ·  Users & setup » Navigation  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   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 direction of this on The Long and Short of It and I’ll round back to share more as this feature is released.

   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 … more

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   Dalpne Chin commented  ·  19 December, 2024  ·  Edit…  ·  delete…

   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.

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