Settings and activity
4 results found
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351 votes
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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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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171 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, 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 -
26 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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30 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