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  1. 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 →
      • search button

        search button please

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

          Hi!

          Thanks for your idea and support! At the moment, Search Function is second top in our list of feature requests.

          We’re excited to announce that it is currently under development, but cannot write an exact ETA at the moment.

          Please note that meanwhile you can use Reports to find necessary information – using filters you can see, for example, all the approved bills from one specific company.

          If you have any questions, please contact us at support@approvalmax.com

        • 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.

          • 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 →
            • Include requester and supplier in e-mail

              Send the same e-mail to the requester AND the supplier contact. Or at least have one on CC. Currently we can see no proof that the email is sent. If both got the mail then there is much better evidence. We have had multiple situations where deliveries have not been made and the only proof that the order was sent is that we ticked the box in approval Max.

              1 vote
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                1 comment  ·  Flag idea as inappropriate…  ·  Admin →
              • 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 →
                • being able to copy and paste, or import Xero account codes into the approval matrix would be invaluable.

                  being able to copy and paste, or import Xero account codes into the approval matrix would be invaluable.

                  3 votes
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                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                  • Set workflows so that either of the approvers can approve...

                    This feature would be useful where for example any of the directors in a small business can approve purchase invoices.

                    http://support.approvalmax.com/knowledgebase/articles/1087777-can-the-workflow-be-set-that-either-of-the-approve

                    16 votes
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                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                    • See who logged a bill

                      It would be useful to see who recorded the bill in Xero somewhere in ApprovalMax so we know who to query it with. Would it be possible to have this field displayed somewhere (to avoid navigating to Xero)

                      1 vote
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                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                      • Ability to add an attachment to a request after submitting a request for approval

                        Once I have submitted a request for approval, I can no longer attach supporting documents. It would be helpful to be able to do so on a PO that is still not approved.

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

                          Hi!

                          Thanks for your idea.

                          You cannot attach supporting documents after you’ve submitted a request for approval because of compliance concerns.

                          We’ll think if that may be possible with those ones that are still not approved, but cannot make any promises.

                        • AR Credit notes to be raised Directly in Approval Max

                          Just like PO's, those with little to no access to Xero, should be able to raise AR Credit notes for approval to be sent to Xero. If the sales department decide it is unnecessary it should be going to the accounts dept.

                          Alternatively a quicker way around this could be the ability raise a negative PO?

                          1 vote
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                            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                          • Reporting access for approvers

                            Could we provide approvers with reporting access pls? While they can see a list of invoices, ours would love to run reports on their invoices, including ability to filter, organise and export information.
                            Thanks

                            12 votes
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                              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                            • 1 vote
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                                planned  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                              • 1 vote
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                                  planned  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                • 1 vote
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                                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                  • 4 votes
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                                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Recurring PO

                                      Hello, Is it possible to have recurring PO's for items such as gas, electricity, telephone bills etc?

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

                                        Hello,

                                        Thank you for your feedback!

                                        Could you please describe your use case in details? Why do you need recurring PO and not recurring bills?

                                        We’d appreciate if you could describe your situation as detailed as possible in comments, so that we could understand it correctly and help.

                                        Thanks!

                                      • Search Function in 'All Requests' & 'My Open Requests'

                                        It would be really helpful to have a search function in the 'All Requests' & 'My Open Requests'
                                        The ability to search Approved and Pending PO's by date, amount or supplier would be great.

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

                                          Hi!

                                          Thanks for your idea and support! At the moment, Search Function is second top in our list of feature requests.

                                          We’re excited to announce that it is currently under development, but cannot write an exact ETA at the moment.

                                          Please note that meanwhile you can use Reports to find necessary information – using filters you can see, for example, all the approved bills from one specific company.

                                          If you have any questions, please contact us at support@approvalmax.com

                                        • 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 →
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