Report: how many Bills are pending approval by each of the Approvers? (Xero)

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:

  1. On the Reports page, start creating a new report by clicking on the "NEW REPORT" button:


  2. In the first screen, tick the checkbox next to Bill and click on NEXT:

  3. 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):


  4. In the following screen, you are free to select the columns you want to be visible:

    When ready, click on NEXT.

  5. In the final screen, name your report and click on CREATE:

  6. 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.

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