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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 →
          • “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 →
            • 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 →
              • 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 →
                • Integration with MYOB AccountRight

                  Ability to sync and integrate with MYOB

                  3 votes
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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 →
                    • 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 →
                      • 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 →
                        • 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.

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