Xero Bill Approval
£18,200.00
Annual Savings
10 hours
Saved Per Week
What the client wanted:
Our client wanted to speed up their invoice bill approval process by sending invoices which require approval to relevant stakeholders as attachments via Slack, with a simple, one-click approval function.Save time and money
Focus on high value work
Bookkeeping automation
The workflow automation we delivered:
We developed an automated workflow solution that integrates with Xero, Slack, and N8N to streamline the bill approval process.Here’s how it works:
1. Integration with Xero: We used the Xero API to connect our client’s Xero account to N8N, allowing access to all invoices in the system and retrieval of those that require approval.
2. N8N Workflow Automation: A custom-built workflow in N8N processes the invoices that require approval and sends them to the client’s Slack channel as a message with two buttons: 'Approve' and 'Delete'. This enables the client to easily review and respond to each bill without manual intervention.
3. Button Click Triggers: When either of the buttons is clicked, the automation updates the status of the bill in Xero accordingly. If approved, the invoice is marked as paid; if rejected, it remains pending payment; if deleted, it is removed from the client's account.
4. Syncing Changes with Xero: Any changes made to the bill in Slack are synced back to Xero, ensuring that users always have access to the latest status of each bill.
Benefits:
Streamlining the invoice approval process through automation means our client is now enjoying:
* Quicker Invoice Approvals: Team members can review and approve invoices with one-click actions directly from Slack, eliminating extra steps
* Improved Efficiency: Approvals are handled promptly and consistently with less manual effort
* Significant Savings: 10 hours saved weekly on manual tasks has resulted in annual savings of £18,000
Use Existing Tooling
Syncing Between Systems
Improve Operational Efficiency
The tooling used:
