Invoice Approval Router
Send every supplier bill to the right approver, by rules you can read. Describe your approvers, your cost centers and your amount ladder, then paste your bills or read the bills Xero holds for approval.
What installing it brings
- 1 workflow24 steps in what runs behind it.
- 1 screenThe pages of its application.
- 1 tableThe data tables it works with.
About this application
Send every supplier bill to the right approver, by rules you can read. Describe your approvers, your cost centers and your amount ladder, then paste your bills or read the bills Xero holds for approval. Each bill goes to the owner of its cost center, with a second approver above your limit and a delegate when someone is away. One line says why, and an instruction hidden in a bill description is never followed. No AI chooses the approver. Every bill is a card on your Invoice Approvals board (Needs routing, Overdue, Waiting, Approved, Rejected). Open a bill on the app's page, choose who is recording the decision and mark it approved or rejected: the audit trail keeps who marked what and when, and a bill that waits too long or nears its due date is flagged with a reminder draft to copy. Optional: one Slack summary a run. Approving here pays nothing and changes nothing in Xero, and the name on a decision is chosen on the page, not verified. Settings: pasted bills or Xero, your approvers and who is away, cost centers, ladder, supplier rules, fallback approver, reminder delay, due date flag, bills per run, currency, Slack channel, preview only. No account is needed to start.
The published app, exactly as it runs.
This preview is not interactive.
The workflow
What runs behind it: 24 steps, 1 screen.
Published by
livecontext
@livecontext