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I suggest ...

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  1. Approvers to see only costs that relate to them when there are many approvals needed on one invoice

    Currently when there are many approvals needed on one invoice, the approvers see the whole invoice and get confused as they don't want to approve the whole invoice.

    Would it be possible that when approvers log on they only see the costs that are relevant for their sign off rather than everything and stop the confusion.

    Thanks,
    Tony

    1 vote
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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?

      6 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.

        40 votes
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          4 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • Allowing users to search their POs after approval.

          If a lot of POs have been entered by one users allowing them to search to find what they want historically would save them time of retyping etc.

          6 votes
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            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
          • Batch re-assigning of invoices

            To be able to select multiple invoices and Re-assign approval all at once

            4 votes
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              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
            • Credit card receipts approval

              Pick up invoices/receipts that are paid but not approved and push those to approvalmax to approve.

              Especially with Business credit card receipts - these expenses need approval but have already been paid.

              14 votes
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                1 comment  ·  Flag idea as inappropriate…  ·  Admin →

                Hi Rohan,

                Thank you for the idea – we’ll consider it.

                Please note that having our roots in business process management, we think these types of expenses need to be approved before they have been paid.

                For more info on that, you can watch our webinar in “Clutter free series” where we explain best practices: https://www.approvalmax.com/resources/webinars

                Let us know if you have any questions at support@approvalmax.com.

              • To be able to pause a user when on leave if there is no alternative user to delegate to

                To be able to pause a user when on leave if there is no alternative user to delegate to

                1 vote
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                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                • Individual Approver Reports

                  It would be great to have reports on individual approver stats showing how long it takes them on average for them to approve expenses to help have an overview where/who can improve to make this process more efficient

                  7 votes
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                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                  • Integration with MYOB AccountRight

                    Ability to sync and integrate with MYOB

                    3 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

                      12 votes
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                        1 comment  ·  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.

                        15 votes
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                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                        • Decision deadline set as X days before due date

                          It would be really useful to be able to set the decision deadline to a certain amount of days before the due date. So say an invoice is due for payment on the 30th - we would want an approval by the 23rd to allow 7 days for the payment to be set up and processed.

                          4 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 →
                            • 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.

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

                                Email approvals for requisitions in D365

                                4 votes
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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 →
                                  • 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 →
                                    • 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.

                                      4 votes
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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

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