General

I suggest ...

You've used all your votes and won't be able to post a new idea, but you can still search and comment on existing ideas.

There are two ways to get more votes:

  • When an admin closes an idea you've voted on, you'll get your votes back from that idea.
  • You can remove your votes from an open idea you support.
  • To see ideas you have already voted on, select the "My feedback" filter and select "My open ideas".
(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  1. 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
    Vote
    Sign in
    Check!
    (thinking…)
    Reset
    or sign in with
    • facebook
    • google
      Password icon
      Signed in as (Sign out)
      You have left! (?) (thinking…)
      4 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
      Vote
      Sign in
      Check!
      (thinking…)
      Reset
      or sign in with
      • facebook
      • google
        Password icon
        Signed in as (Sign out)
        You have left! (?) (thinking…)
        1 comment  ·  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
        Vote
        Sign in
        Check!
        (thinking…)
        Reset
        or sign in with
        • facebook
        • google
          Password icon
          Signed in as (Sign out)
          You have left! (?) (thinking…)
          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
          Vote
          Sign in
          Check!
          (thinking…)
          Reset
          or sign in with
          • facebook
          • google
            Password icon
            Signed in as (Sign out)
            You have left! (?) (thinking…)
            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
            Vote
            Sign in
            Check!
            (thinking…)
            Reset
            or sign in with
            • facebook
            • google
              Password icon
              Signed in as (Sign out)
              You have left! (?) (thinking…)
              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
            • 5 votes
              Vote
              Sign in
              Check!
              (thinking…)
              Reset
              or sign in with
              • facebook
              • google
                Password icon
                Signed in as (Sign out)
                You have left! (?) (thinking…)
                planned  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
              • 1 vote
                Vote
                Sign in
                Check!
                (thinking…)
                Reset
                or sign in with
                • facebook
                • google
                  Password icon
                  Signed in as (Sign out)
                  You have left! (?) (thinking…)
                  planned  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                • Tab across when entering in a Purchase Order

                  In Xero, you can enter information into the fields (account number etc) and then press the tab key to move to the next field. In Approval max you have to click in the field

                  14 votes
                  Vote
                  Sign in
                  Check!
                  (thinking…)
                  Reset
                  or sign in with
                  • facebook
                  • google
                    Password icon
                    Signed in as (Sign out)
                    You have left! (?) (thinking…)
                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                  • Add Suppliers by Group

                    It would be good to be able to add suppliers by group in the workflow matrix, rather than having to select individual suppliers.

                    2 votes
                    Vote
                    Sign in
                    Check!
                    (thinking…)
                    Reset
                    or sign in with
                    • facebook
                    • google
                      Password icon
                      Signed in as (Sign out)
                      You have left! (?) (thinking…)
                      1 comment  ·  Flag idea as inappropriate…  ·  Admin →

                      Hi,

                      Thanks for your support of this feature. We see where the need is and would be glad to address it.

                      We’ll start with “Groups of values” feature that will allow defining groups of Accounts/Suppliers etc. and assigning them to requesters. This should significantly reduce the amount of work required.

                      “Requester Groups” feature will likely follow “Groups of values” feature. Please note there are no ETA at the moment.

                      We’ll update you here or in our blog on about details as soon as possible. Please feel free to share your feedback in comments as well.

                    • Okta SSO support

                      Support Okta as a SSO solution, so that users could have a single login to all systems including ApprovalMax

                      20 votes
                      Vote
                      Sign in
                      Check!
                      (thinking…)
                      Reset
                      or sign in with
                      • facebook
                      • google
                        Password icon
                        Signed in as (Sign out)
                        You have left! (?) (thinking…)
                        5 comments  ·  Flag idea as inappropriate…  ·  Admin →

                        Thanks everyone for voting for for Okta (SAML in general) support idea.

                        This is definitely something we are planning to implement for ApprovalMax. We have done some research of the topic and now are designing our own solution. It is not a piece of cake to be honest and taking some time.

                        All in all, this feature is a priority topic for 2018. Can’t commit to a specific ETA at this point. We’ll keep you informed about how it goes.

                      • Reporting - PO detail

                        Currently the PO reporting includes information from the PO header but you can't produce reports showing the details of the line items, for example account code, department, net amount. Having this detail would allow users to review the detail, remove old PO's, create month end accruals.
                        Can you please improve the online reports to select line item details

                        13 votes
                        Vote
                        Sign in
                        Check!
                        (thinking…)
                        Reset
                        or sign in with
                        • facebook
                        • google
                          Password icon
                          Signed in as (Sign out)
                          You have left! (?) (thinking…)
                          1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                        • Adding Requester Groups

                          Particularly for larger clients/organisations who have multiple staff in a department that has the same Requester permissions to the same GL accounts and the same Approval process...
                          the ability to create a bunch of user profiles that can be chosen from for new users rather than having to manually assign a profile manually to every new user, every time.

                          30 votes
                          Vote
                          Sign in
                          Check!
                          (thinking…)
                          Reset
                          or sign in with
                          • facebook
                          • google
                            Password icon
                            Signed in as (Sign out)
                            You have left! (?) (thinking…)
                            4 comments  ·  Flag idea as inappropriate…  ·  Admin →

                            Thanks for your support of “Requester Groups” feature. We see where the need is and would be glad to address it.

                            Most likely we’ll start with “Groups of values” feature that will allow defining groups of Accounts/Suppliers etc. and assigning them to requesters. This should significantly reduce the amount of work required.

                            “Requester Groups” feature will likely follow “Groups of values” feature.

                          • 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.

                            37 votes
                            Vote
                            Sign in
                            Check!
                            (thinking…)
                            Reset
                            or sign in with
                            • facebook
                            • google
                              Password icon
                              Signed in as (Sign out)
                              You have left! (?) (thinking…)
                              3 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.

                              14 votes
                              Vote
                              Sign in
                              Check!
                              (thinking…)
                              Reset
                              or sign in with
                              • facebook
                              • google
                                Password icon
                                Signed in as (Sign out)
                                You have left! (?) (thinking…)
                                8 comments  ·  Flag idea as inappropriate…  ·  Admin →
                              • Comment Mailbox Indicator

                                When someone leaves a comment on a request, I get an email, but if I am in the app, it is hard to see which request has the comment.

                                Please add a "mailbox" type of indicator to know there are comments on requests. The notification should go away once it is read.

                                2 votes
                                Vote
                                Sign in
                                Check!
                                (thinking…)
                                Reset
                                or sign in with
                                • facebook
                                • google
                                  Password icon
                                  Signed in as (Sign out)
                                  You have left! (?) (thinking…)
                                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                • Google Apps App and Login

                                  - Login with Google Apps or Gmail user/pass
                                  - Gmail app for approvals

                                  13 votes
                                  Vote
                                  Sign in
                                  Check!
                                  (thinking…)
                                  Reset
                                  or sign in with
                                  • facebook
                                  • google
                                    Password icon
                                    Signed in as (Sign out)
                                    You have left! (?) (thinking…)
                                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Don't see your idea?

                                  General

                                  Feedback and Knowledge Base