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I suggest ...

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  1. 1 vote
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      0 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 →
        • 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

            15 votes
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              1 comment  ·  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 →
              • 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 →
                • 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.

                  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.

                    43 votes
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                      4 comments  ·  Flag idea as inappropriate…  ·  Admin →
                    • Searching approvals

                      We really need to be able to search approvals. When an AP is trying to pay an invoice, there's currently no way to easily find an approval that has been given (or rejected). Without QuickBooks Online integration, AP cannot easily verify approval prior to payment.

                      98 votes
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                        19 comments  ·  Flag idea as inappropriate…  ·  Admin →
                      • Add Attachments When Replying to Add Comments

                        When replying to an approval e-mail to add a comment would it be possible to include attachments which are then uploaded to ApprovalMax and then Xero. The benefit would be when additional documents are relevant to an invoice, having these all in one location would be handy.

                        38 votes
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                          4 comments  ·  Flag idea as inappropriate…  ·  Admin →
                        • Print approval workflow to PDF

                          I would like to export a PDF of the approval workflow for the auditors.

                          Both the workflow and the approval matrix.

                          18 votes
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                            8 comments  ·  Flag idea as inappropriate…  ·  Admin →
                          • Hit enter to add comment

                            When adding a comment could enter be used to add the comment as well as clicking the send button? This would help streamline the process for us.

                            2 votes
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                              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                            • Support for Expensify (Expense claims)

                              Expensify's mobile app does not support approvals (only submissions)

                              Add support for Expensify objects to be approved in ApprovalMax

                              1 vote
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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 →
                                        • 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 →
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