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  1. Enable file attachments at any stage of approval workflow

    Currently we are only able to add file attachments at the first step of the approval workflow. However, it would be useful to be able to add documents at any stage.

    14 votes
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      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
    • product testing

      do some basic product testing to make sure your potential customers can use your product

      1 vote
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        1 comment  ·  Flag idea as inappropriate…  ·  Admin →
      • Similar reports per Vendor

        When I am approving Bills in ApprovalMax, sometimes I click over to Xero to take a look at the last 3-4 Bills to see if its a similar amount, or just to remind my memory about the vendor & if they send monthly invoices.

        It would be great to be able to do either or both of the following:

        1. Click on the name of the Contact in ApprovalMax & start a search for this vendor in this entity

        2. Click or Hover on the name of the Contact in ApprovalMax show a list of the past few Bills from…

        3 votes
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          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • Bank Account Details

          Pull the banking details of the supplier (or even all supplier details) through to the Approval stage for added comfort when approving invoices.

          Also allows comfort on Fraud Detection should there be an amendment to a contact post approval.

          6 votes
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            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
          • 6 votes
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              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
            • Use of Enter key instead of highlight and click with mouse

              Some of our clients are keyboard people and dislike needing to use the mouse to highlight and click a code from the drop down lists. They have asked if it would be possible to use the Enter key similar to Xero. In Xero, you can enter information into the fields (account number etc) and then press the enter key to add the details to the required field.

              3 votes
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                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
              • Create reports from multiple organisations

                Expand the current Report capabilities to include multiple organisations.

                3 votes
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                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                • Dynamic approvals list

                  It would be great for ApprovalMax to dynamically assign a list of approvers based on certain fields in the PO request. For example, if the 'Cost Centre' field is set to 'Customer Projects, the Project Manager is added to the approval list, if it is set to 'Operational Costs' the Head of Operations is added. This would give visibility to the correct Cost Centre owner.

                  1 vote
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                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                  • 1 vote
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                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                    • Ability to change default email body when sending PO

                      Change the default email that sends to suppliers when checking "EMAIL TO SUPPLIER" option. Include ability to choose from templates and automatic CC or BCC email addresses

                      15 votes
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                        2 comments  ·  Flag idea as inappropriate…  ·  Admin →
                      • Account matches

                        Is there a way to select multiple accounts at once for a requester? For example, one requester may have 30 accounts assigned to them. Can that be done in one easy process or do I have to select each individual account manually?

                        1 vote
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                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                        • QMS requirements!

                          Is there a way to add an additional column, which is mandatory, where part numbers for items need to be entered into the purchase orders before they can be submittted for approval?

                          Also needs to be compatible with QuickBooks Online.

                          1 vote
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                            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                          • Automatic opening of invoices during the approval process.

                            When trying to approve the invoices, we have to click on pdf icon to be able to view the actual invoice every time we want to approve them. It would be great if the system could automatically open the invoice without having to click on the pdf icon for preview. That will make the approval process much easier and faster.

                            18 votes
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                              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                            • Import Data XLS CSV

                              Ability to import an xls and/or csv file so that you don't have to fill in the fields in ApprovalMax but can just complete an xls / csv template and import POs etc that way. Exports would probably also be useful and would have thought this would be a very easy update to make?

                              9 votes
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                                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                              • “Lock down” the unit price of inventory items so the purchasing officer is able to only update the quantity purchased

                                Make it possible to “lock down” the unit price of inventory items so the purchasing officer is able to only update the quantity purchased, not the dollars-per-unit when raising aP O.

                                1 vote
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                                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                • Allow users to part allocate POs to Invoice Line Items .

                                  We get large invoices from suppliers which cover a multitude of services, which require different GL line items in Xero and separate PO.

                                  Currently cannot allocate part of an invoice to a PO item. it is all or nothing. We would love to allocate line 1 to a PO, Line 2 to another PO etc without the full value of the invoice utilizing the PO amount.

                                  13 votes
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                                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Update a User's email

                                    I would like to change a user's email address without having to delete their old email address and workflow. I then have to invite them and set up their workflow again.
                                    It would be easier to just update or change an email address particularly where an employee has left the organisation and is replaced.

                                    4 votes
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                                      1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Send Notification to Bill Approver when Bill is ‘matched’ with PO

                                      This idea, is continuous from the previous suggestion ‘Send Notification to Requestor when Bill is created in Xero’.

                                      Currently, when a Bill is created via Xero, a notification will be sent to the Bill Approver and the Requestor is not informed at all, where actually he/she has the responsibility to ‘match’ the Bill to a PO first before the Bill Approver can approve the Bill. Again, the Requestor has to constantly check the Bill if it is created.

                                      Another point is that, the Bill Approver should ONLY be notified when the Bill is matched not when it is created and…

                                      7 votes
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                                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Default sending purchase order email to supplier

                                        Include a default option to automatically send a purchase order via email to a supplier i.e. we could opt to untick the box rather than tick every time.

                                        9 votes
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                                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Allowing comments to appear on the approval audit report

                                          Allowing comments to sit on the approval audit report notification that gets attached to the invoice in Xero. At the moment to find the comments we have to go back into Approval Max and to have them appear on the report so all the relevant information in Xero end would be preferable.

                                          46 votes
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                                            5 comments  ·  Flag idea as inappropriate…  ·  Admin →
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