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

    374 votes

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    153 comments  ·  Users & setup » Navigation  ·  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 …

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    Tracy Choi commented  · 

    Once purchase orders have been raised to be able to send a link via email to the approver to approve, like other accounting software

    Tracy Choi supported this idea  · 

  2. Purchase Orders - Email notification for approved purchase orders

    35 votes

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    9 comments  ·  Purchase orders, bills & inventory » Purchase orders  ·  Admin →
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    Tracy Choi supported this idea  · 

  3. Reporting - Show invoice number by default on Aged Receivables/Payables Summary report

    1 vote

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    0 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Gaining Support  ·  AdminSonal Pamnani (Admin, Xero) responded

    Hi!


    Thanks for sharing your idea about the change you'd like to see on this element of reports.


    We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit, so they can add their votes and comments too!

    Tracy Choi shared this idea  ·