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  1. Bills - Ability to allow multiple levels of approval for bills

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    66 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hey community, thank you for continuing to highlight how important multi-level approvals for paying bills can be for teams of all sizes. We’re currently building a customisable bill approval workflow into Xero that'll let admins set rules based on factors such as amount, supplier, account code or who submitted the bill. You’ll then be able to automatically route bills through selected approvers in sequential or parallel steps. ✨

    Approvers will be able to take action in Xero, with a digital audit trail captured in history and notes to identify who approved a bill and when - Helping to keep the approval chain moving. You can read more about our direction in our update on The Long and Short of It.

    I’ll come back to share as this begins to officially rollout.

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    Jaclyn Hernandez commented  · 

    We use the Xero Projects and have multiple managers assigned for the projects, thus each one is responsible for approving the bills received from consultants. It is really a big problem for us that we have to print the bills, segregate (per Project Manager) to get the appropriate approvals needed.

    I hope the feature to send the bill directly to the designated project manager approver would be available to eliminate paper printing approval.