Do any of you guys use Awaiting Approval in Xero?
We’ve always been pretty loose with the statuses on bills in Xero and I’m trying to clean that up a bit so as of right now most bills get entered as drafts and then someone in finance checks the coding and moves them along but the person who can say whether an invoice is legit is usually whoever owns that supplier and they aren’t really in Xero though so the approval ends up happening over Slack/email and then somebody goes back into Xero and changes the status.
I started looking at using Awaiting Approval properly so at least there’s a clear difference between bills we’ve received and bills we’re actually comfortable paying but I’m not sure it fixes much if the approvers still aren’t going to be working in Xero which is why I wanna ask like how other Xero users handle this. Do you run the approval process through Xero and use Draft into Awaiting Approval into Awaiting Payment as a real workflow or are approvals happening somewhere else and Xero just gets updated afterward?