We really need to be able to search approvals. When an AP is trying to pay an invoice, there's currently no way to easily find an approval that has been given (or rejected). Without QuickBooks Online integration, AP cannot easily verify approval prior to payment.71 votes
Thanks for your support of “Searching approvals” feature! It is currently under development.
The feature is 85% ready on our side.
We are planning to release a Beta version in Q2 2018.
In Xero, when a Overall Budget is available, the system should take the budget amount of an account and
1. deduct the actual spent to date on the,
2. deduct the commitments to date (Approved POs)
3. deduct the commitment to date (Bills awaiting payment)
to provide advice of remaining budget to approver, most businesses have no financial minded approvers so they need to know limitations. This would also allow for new workflows to take place if budgets are exceeded.67 votes
Great news, everyone!
We are now working on the feature that allows checking Bills and POs against the budget that can be pulled from Xero.
We are now participating in Xero hackathon and prepared the following video that communicates the idea: https://www.youtube.com/watch?v=mvSOEygBij8
Beta version is already available, so please let us know if you’d be interested to give it a try.
Thanks everyone for supporting Xero expense claims approval feature!
Let me share an update: Xero has released new Expenses module and is now working on the API. As of end of March 2018, it is in “Near term” in their roadmap, see https://trello.com/c/V19a9nsJ/51-xero-expenses-api
Once Xero’s API is ready, we’ll need a couple months to finalise the solution on our side.
All in all, we can’t commit to any timeframe for a GA version right now. End of Q2 2018 sounds realistic for a Beta version.
- Don't see your idea?