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I suggest ...

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  1. 73 votes
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      15 comments  ·  Flag idea as inappropriate…  ·  Admin →

      Thanks everyone for supporting Xero expense claims approval feature!

      Let me share an update: Xero has released new Expenses module and is now working on the API. As of end of March 2018, it is in “Near term” in their roadmap, see https://trello.com/c/V19a9nsJ/51-xero-expenses-api

      Once Xero’s API is ready, we’ll need a couple months to finalise the solution on our side.

      All in all, we can’t commit to any timeframe for a GA version right now. End of Q2 2018 sounds realistic for a Beta version.

      Stay tuned!

    • Budget Management

      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.

      67 votes
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        10 comments  ·  Flag idea as inappropriate…  ·  Admin →
      • 45 votes
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          under review  ·  6 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • 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

          • 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.

            32 votes
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              2 comments  ·  Flag idea as inappropriate…  ·  Admin →
            • Searching approvals

              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.

              32 votes
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                7 comments  ·  Flag idea as inappropriate…  ·  Admin →
              • 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.

                23 votes
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                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                • Bulk Approvals

                  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.

                  23 votes
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                    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                  • @Mention in comments

                    Add @mention to comments so we can ping the right person we want in the conversation around the request

                    21 votes
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                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                    • Recurring Purchase Order

                      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.

                      21 votes
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                        2 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!

                      • 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.

                        17 votes
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                          0 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.

                        • 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 →
                          • Payment Approvals for AP invoices

                            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.

                            14 votes
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                              3 comments  ·  Flag idea as inappropriate…  ·  Admin →
                            • 14 votes
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                                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                              • Okta SSO support

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

                                14 votes
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                                  4 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
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                                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                  • 12 votes
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                                      3 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 →
                                      • 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

                                        11 votes
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                                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Allow greater control over notifications

                                          To avoid Directors being inundated with approval requests it would be useful to be able to have greater control over how this works. I know there is a daily summary, but this could also clog up inboxes and wouldn't be sent until the following day.

                                          I would like to be able to send a summary e-mail to approvers, i.e. we log bills throughout the day and send a single e-mail to the approver to review that day. There will be occasions where we log 20 bills for one company, I would like one e-mail to be sent to the approver…

                                          11 votes
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                                            2 comments  ·  Flag idea as inappropriate…  ·  Admin →
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