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
We’re happy to confirm that we’re already at the stage of compiling a list of Beta users to trial it. We’ll be switching on the feature for them shortly (preliminarily in January 2019).
If you’d like to join the list, please write us at firstname.lastname@example.org
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
Good news! We have started working on this feature. It should go live in Q1 2019.
We are happy to update you that this feature is currently under development. Release is planned for the beginning of 2019.
In Xero, when a Overall Budget is available, the system should take the budget amount of an account and
1. deduct the actual spent to date on the,
2. deduct the commitments to date (Approved POs)
3. deduct the commitment to date (Bills awaiting payment)
to provide advice of remaining budget to approver, most businesses have no financial minded approvers so they need to know limitations. This would also allow for new workflows to take place if budgets are exceeded.73 votes
Budgeting Beta is already available, so please let us know at email@example.com if you’d be interested to give it a try.
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