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  1. Bills - Approval workflow based on account codes

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    2 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, thanks for the feedback about how routing bills based on account code would be helpful in sending bills to the right user.

    At present, we’re working on a bill approval workflow that'll support rules based on GL account code, alongside amount, supplier and submitter.

    Matching bills can then move through selected user approval steps, with email alerts and a record of the decision kept against the bill, helping to reduce manual sorting and so your teams can keep the approval process in Xero instead of relying on separate lists or email chains.

    Posting and accounting treatment will still follow the normal bill process once the required approval is complete. I’ll update again as this feature begins to roll out.

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    jack ro9cks commented  · 

    This is a great idea for improving financial workflows. Automatically routing invoices to the appropriate approvers based on account codes would help reduce delays and manual effort. The ability to post approved bills directly to the ledger would also make the process much more efficient and accurate. Businesses that regularly handle invoices and transport documents may also benefit from using E-Way Bill Print for faster document management: https://ewaybilll.net/eway-bill-print/. Thanks for sharing this valuable suggestion.