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  1. 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.

    6 votes
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      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
    • Email approvals for requisitions in D365

      Email approvals for requisitions in D365

      1 vote
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        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
      • Display of which Workflow use

        Nowadays we can not know which workflow submitted.

        I would like to suggest that when we approve we would like to see which workflow people submit.

        Our staff use several workflows, but we can not know which workflow when we approve.

        Regards,

        Miyata

        1 vote
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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.

          1 vote
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            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
          • Giving users the option to allow the entry of new vendors directly in ApprovalMax.

            The new vendor would then sync back to accounting.

            I am truly concerned that new vendors will hold up our purchase order process, as everything will stop until the new vendor is set up. Or, that employees will get frustrated with the inability to set up the new vendor and then revert back to the old way of doing things.

            1 vote
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              0 comments  ·  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…

              4 votes
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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

                3 votes
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                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                • how to add additional lines

                  Hi

                  I'm new to this and would like to know where I can find information on how to add extra lines in when approvees are adding extra lines & splitting the costs out to different general (cost) codes

                  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.

                    1 vote
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                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                    • Reporting access for approvers

                      Could we provide approvers with reporting access pls? While they can see a list of invoices, ours would love to run reports on their invoices, including ability to filter, organise and export information.
                      Thanks

                      15 votes
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                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                      • Allow comments by Requestor in the PO request BEFORE submitting PO for approval

                        Now, comments feature is available only when PO is submitted for approval and Requestor can only attach documents and enter exact PO details. For a simple PO, Requestor might just need to give a simple explanation why this PO is required without attaching any docs and Approver can approve the PO straightaway.

                        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 →
                          • PO Number Assigned before approval step

                            Allowing companies to allocate a PO number upon the request step and not on the approval step

                            3 votes
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                              0 comments  ·  Flag idea as inappropriate…  ·  Admin →

                              Hi,

                              Thank you for the idea!

                              PO created in ApprovalMax must have the same unique number as in Xero/QBO.

                              Both Xero and QBO allocate number to PO upon the final approval step, when ApprovalMax pushes this PO to Xero/QBO.

                              Allowing number allocation upon the request step would be quite a complicated thing. We don’t plan to change this in the nearest future, and hope for your understanding.

                            • Dynamism for Quickbooks Customers

                              Approval for Bills, Expense, Advance Payment, Invoice, Estimate and everything else

                              3 votes
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                                0 comments  ·  Flag idea as inappropriate…  ·  Admin →

                                Hi,

                                Thank you for sharing your idea!

                                At the moment we support QBO for PO creation and approval.

                                Bills and Invoices are postponed for now since there are significant limitation in the QBO API that do not allow to cover this easily. However, we plan to work on it in a longer term and will keep you updated.

                              • Report based on Product/Services Selected

                                Pull a report based on the product/services selected.

                                1 vote
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                                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                • Default settings

                                  It would be nice if POs could be set to a default account or tax code. Some of our users select the first item in the list which means POs need to be constantly corrected.

                                  1 vote
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                                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →

                                    Hi,

                                    That’s great a idea indeed! Thanks.

                                    Please note that to implement this feature in ApprovalMax we require the full availability of the Xero API.

                                    Xero has already released a great article on that capability https://www.xero.com/blog/2017/10/embrace-magic-machine-learning-reap-rewards/

                                    The good news is, Xero has already released its new Expenses module and is now working on the API. As of the end of May 2018, it is listed as a ‘Near Term’ item in the company’s Developer Roadmap.

                                    Once their API is ready, we will require a few months to finalize the solution on our side.

                                  • Enable alternative rules to be set up for requesters

                                    Enable alternative rules to be set up for requesters (in the same way that it is possible to set up alternative rules for approvers)

                                    4 votes
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                                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Ability to add an attachment to a request after submitting a request for approval

                                      Once I have submitted a request for approval, I can no longer attach supporting documents. It would be helpful to be able to do so on a PO that is still not approved.

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

                                        Hi!

                                        Thanks for your idea.

                                        You cannot attach supporting documents after you’ve submitted a request for approval because of compliance concerns.

                                        We’ll think if that may be possible with those ones that are still not approved, but cannot make any promises.

                                      • 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.

                                        1 vote
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                                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                        • being able to copy and paste, or import Xero account codes into the approval matrix would be invaluable.

                                          being able to copy and paste, or import Xero account codes into the approval matrix would be invaluable.

                                          3 votes
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