LisaBKiwi

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      3 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
      LisaBKiwi supported this idea  · 
    • 26 votes
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        0 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
        LisaBKiwi supported this idea  · 
      • 3 votes
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          1 comment  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
          LisaBKiwi commented  · 

          One of my clients uses OASIS document management - but if it was possible to email the approved PDF including the audit report to any email address it would suit OASIS and many other systems. The problem I am having is that the PDF and audit report are two separate PDF's to download to file on company records. Normally they would have a signed PDF filed in their document register and having an unsigned pdf and a separate Audit report is not quite the same - the ideal would be that the final approval would generate a document created from the PDF file and the audit report combined into one document. Not sure if you have used adobe sign but that is what that system does and it then becomes a signed copy of the original PDF. Please email me if you need any further info or want some examples. So this is not necessarily for financial approvals but other document approvals.

          LisaBKiwi shared this idea  · 
        • 14 votes
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            6 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
            LisaBKiwi commented  · 

            Would be ideal if the approval workflow and the document itself could be exported to PDF as one document for auditors or filing in company document register

            LisaBKiwi supported this idea  · 
          • 71 votes
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              9 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
              LisaBKiwi supported this idea  · 
            • 74 votes
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                15 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →

                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.

                Stay tuned!

                LisaBKiwi supported this idea  · 

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