Report: how many Bills are pending approval by each of the Approvers? (Xero)
In ApprovalMax, you can create reports showing all requests awaiting approval by a particular person.
This is how you create such a report:
- On the Reports page, start creating a new report by clicking on the "NEW REPORT" button:
- In the first screen, tick the checkbox next to Bill and click on NEXT:
- In the next screen, specify the filters and click on NEXT:
Status: Open (all pending approval requests)
Waiting for: select the person who is currently the responsible Approver (the report will show all Bills waiting to be approved by this person)
- In the following screen, you are free to select the columns you want to be visible:
When ready, click on NEXT.
- In the final screen, name your report and click on CREATE:
You'll now see all outstanding Bills awaiting the approval of the specified user:
Such reports can be scheduled, printed or downloaded as a .csv file.
How to prevent Xero Approvers from editing Bills
If you don't have Approvers who can amend Bills in ApprovalMax and don't want to activate this option either, just do not set the Reviewer matrix. This means: don't add any Approvers of the first step to the Reviewer matrix in the "Bill creation, ...
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