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  1. 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 →
    • 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 →
      • 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.

        3 votes
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          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • 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 →
                • 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 →
                  • Approval Max should pull actual spend in Xero for budget comparrison

                    My current problem with the budget function is that it does not recognise all spend that is booked to an account but only that which went through Approval Max.

                    I know there is a fraud report function that will identify bills approved directly in Xero and allow you to pull that into Approval Max, but the problem comes in with amounts that come off my bank account on a regular basis for web services that I use on a daily basis. This money has already been spent and therefore there is little need for someone to approve it but it…

                    8 votes
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                      5 comments  ·  Flag idea as inappropriate…  ·  Admin →
                    • Sales invoice creation in ApprovalMax

                      Just like PO creation, it would be great if you could give users sales invoice creation. For example, billing consulting work or project work per milestones. At the moment they would have to have access to Xero, which similar to PO creation, people may not want to hand out.

                      12 votes
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                        1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                      • Display PO Date in Viewing Panel

                        It would be great to see the date the PO was written in the left panel where PO's are displayed in short form.

                        1 vote
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                          1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                        • Auto Refresh

                          It's be great when my ApprovalMax has been idle for some time that the system completes an automatic refresh so instantly know when something is updated

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

                            Hi,

                            Thanks for sharing!

                            That’s a great idea, however, our UI is static and, therefore, doesn’t allow that capability at the moment.

                            We are aware of methods that can help us to make your suggestion possible, and will work on it longer term. We cannot promise any exact ETA at the moment.

                            Thanks!

                          • Alternate approvers(few of them can approve request)

                            Alternative approver(few people in this same step that can accept requests).

                            37 votes
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                              1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                            • Bulk Approvals

                              Would be useful for us to have a way to tick multiple invoices at once and then approve all at the same time, rather than having to go through individually. We would like to use this where we have a two step approval process. Managers want to be able to see that someone has already viewed and approve and then do all their approvals in one go to save time.

                              32 votes
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                                3 comments  ·  Flag idea as inappropriate…  ·  Admin →
                              • 20 votes
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                                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                • @Mention in comments

                                  Add @mention to comments so we can ping the right person we want in the conversation around the request

                                  28 votes
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                                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Total on Reports

                                    We really need to be able to total the amount field on a report. We have to export to CSV to do this currently, but this defeats the purpose of the audit functions in Approval Max as anything could be changed in the CSV.

                                    7 votes
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                                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Approval needed when a staff member exceeds a certain cumulative threshold for the month

                                      When Sally creates Purchase Orders throughout the month, approval is needed once the total of Purchase Orders is greater than $25,000 (for example).

                                      6 votes
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                                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Have the 'decision required' tab per company to avoid confusion when approving invoices across multiple entities

                                        Have the ability to choose which company 'decision required' tab to avoid confusion when approving invoices across multiple entities

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