Settings and activity
4 results found
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373 votes
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 …
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Alex McDonald
commented
We have an app that can help with this! Envy Analytics, which includes our Alerts feature, sends you an email whenever there are items in the Awaiting Approval status in Xero, helping you approve or decline transactions more quickly. You can add multiple recipients, change the frequency of alerts (hourly, daily, weekly) and set up repeat alerts to ensure nothing is missed.
The emails you receive contain hyperlinks to each document (invoice/bill/credit note) that needs actioning so that you can quickly access the document you need to deal with.
Checkout the app in the Xero App Store: https://apps.xero.com/!6dqM7/uk/app/envy-analytics
We are always on the lookout for quality-of-life improvements for Xero users so drop a suggestion across to us if you can think of anything else that would make your Xero workflows better!
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205 votes
Hi community, thank you for feeding back about how a paid-invoice notification could reduce manual checking and follow-ups, as well as help you move orders forward once payment is received.
Our teams have done some initial discovery and are looking more broadly at our notifications framework across Xero.
To be transparent here - a notification specifically for when an invoice is paid isn’t in our near term plans at this stage, but we’ll share an update if there’s meaningful progress as notifications continue to evolve.
An error occurred while saving the comment Alex McDonald
commented
We have an app that can help with this, Envy Analytics, which includes our Alerts feature, which sends you an email whenever there are invoices that are fully paid. You can add multiple recipients and change the frequency of alerts (hourly, daily, weekly).
The emails you receive contain hyperlinks to each document (invoice/bill/credit note) that needs actioning so that you can quickly access the document you need to deal with.
Checkout the app in the Xero App Store:
https://apps.xero.com/!x9-78/uk/app/envy-analytics -
35 votes
An error occurred while saving the comment Alex McDonald
commented
We have an app that can help with this. Envy Analytics, which includes our Alerts feature, sends you an email whenever there are items in the Awaiting Approval status in Xero, helping you approve or decline transactions more quickly. You can add multiple recipients, change the frequency of alerts (hourly, daily, weekly) and set up repeat alerts to ensure nothing is missed.
The emails you receive contain hyperlinks to each document (invoice/bill/credit note) that needs actioning so that you can quickly access the document you need to deal with.
Checkout the app in the Xero App Store: https://apps.xero.com/!6dqM7/uk/app/envy-analytics
We are always on the lookout for quality-of-life improvements for Xero users so drop a suggestion across to us if you can think of anything else that would make your Xero workflows better.
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40 votes
An error occurred while saving the comment Alex McDonald
commented
We have an app that can help with this! Envy Analytics, which includes our Alerts feature, sends you an email whenever there are items in the Awaiting Approval status in Xero, helping you approve or decline transactions more quickly. You can add multiple recipients, change the frequency of alerts (hourly, daily, weekly) and set up repeat alerts to ensure nothing is missed.
The emails you receive contain hyperlinks to each document (invoice/bill/credit note) that needs actioning so that you can quickly access the document you need to deal with.
Checkout the app in the Xero App Store: https://apps.xero.com/!6dqM7/uk/app/envy-analytics
Try it out for free through the app store.
We are always on the lookout for quality-of-life improvements for Xero users so drop a suggestion across to us if you can think of anything else that would make your Xero workflows better!
We have an app that can help with this called Envy Analytics, which includes theAlerts feature that sends you an email whenever there are items in the Awaiting Approval status in Xero, helping you approve or decline transactions more quickly. You can add multiple recipients, change the frequency of alerts (hourly, daily, weekly) and set up repeat alerts to ensure nothing is missed.
The emails you receive contain hyperlinks to each document (invoice/bill/credit note) that needs actioning so that you can quickly access the document you need to deal with.
Checkout the app in the Xero App Store:
https://apps.xero.com/!6dqM7/uk/app/envy-analytics