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
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.
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.43 votes
Thanks for supporting this feature! It’s development is currently in progress. Release is planned for the 1st part of 2019.
Alternative approver(few people in this same step that can accept requests).40 votes
Thank you for your idea and support!
We already have this feature on our Product Roadmap, but cannot tell you the ETA at the moment. We’ll keep you updated here or in our blog.
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.
I would like to know the posibility to create a recurring purchase orders like rent, electricity, cleaning ect.. If its not available suggesting ApprovalMax to introduce to the system ASAP.36 votes
Thank you very much for your feedback! We understood the use case and will review this feature for implementation in 2019.
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
Thank you for your idea and support!
This feature is currently under consideration. We’ll keep you informed of the progress.
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
Thank you for your comments. Development of this feature is planned in 2019.
Add @mention to comments so we can ping the right person we want in the conversation around the request28 votes
Thank you very much for your suggestion!
We find it very cool one, and will think how to implement that!
This idea is also a great one! Thanks!
We’ll think on its implementation. however, cannot promise any exact dates.
In case there is anything else you are missing in our product, please share.
Have an awesome day :)
Support Okta as a SSO solution, so that users could have a single login to all systems including ApprovalMax20 votes
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.
I would like to export a PDF of the approval workflow for the auditors.
Both the workflow and the approval matrix.18 votes
We have designed printing of the workflow feature and will be working on it in Q3 2018.
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.
Thank you very much for your idea and support.
That is interesting, however, as it’s connected with Security, we cannot promise to do that fast.
We’ll keep you updated!
If ApprovalMax could pull in all unpaid bills from Xero and allow managers to approve them for payment. and a report could be printed to show what has been approved for AP clerks when paying bills.17 votes
Thanks for your suggestion!
We are now researching how Payment Approval can be addresses by ApprovalMax.
You ideas and comments are much appreciated.
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
Thanks for your idea!
If we receive more support for this idea, we’ll consider its development.
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 addresses15 votes
Thank you for the support. Planned for 2019!
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.15 votes
Thanks for your idea!
This is quite a specific feature, frankly speaking. We haven’t planned that yet, but if we receive more support for it, we’ll consider its development.
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