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I suggest ...

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  1. 45 votes
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      under review  ·  6 comments  ·  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 →
      • 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 →
          • Alternate approvers(few of them can approve request)

            Alternative approver(few people in this same step that can accept requests).

            11 votes
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              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
            • QB Desktop is not dead. Support it.

              Support for QB desktop POs

              8 votes
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                under review  ·  3 comments  ·  Flag idea as inappropriate…  ·  Admin →
              • 8 votes
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                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                • Total on Reports

                  We really need to be able to total the amount field on a report. We have to export to CSV to do this currently, but this defeats the purpose of the audit functions in Approval Max as anything could be changed in the CSV.

                  7 votes
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                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                  • Approval needed when a staff member exceeds a certain cumulative threshold for the month

                    When Sally creates Purchase Orders throughout the month, approval is needed once the total of Purchase Orders is greater than $25,000 (for example).

                    6 votes
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                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                    • Approval Max should pull actual spend in Xero for budget comparrison

                      My current problem with the budget function is that it does not recognise all spend that is booked to an account but only that which went through Approval Max.

                      I know there is a fraud report function that will identify bills approved directly in Xero and allow you to pull that into Approval Max, but the problem comes in with amounts that come off my bank account on a regular basis for web services that I use on a daily basis. This money has already been spent and therefore there is little need for someone to approve it but it…

                      5 votes
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                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                      • In Other Workflows have the ability to save the Request form as a template rather than have to attach a file.

                        For example - We have an overtime approval procedure/form.
                        Rather than attach a form to the Request why can't the description field on the request be saved formatted and the Request becomes the form.
                        Saved Request templates could then be created for various workflows.

                        4 votes
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                          0 comments  ·  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 →
                          • Integration with Quickbooks Online Global

                            Since ApprovalMax integrates already with Quickbooks USA, it seems that it shouldn't be difficult to integrate it with Quickbooks Global. We are based in El Salvador, use Quickbooks Global and use the U.S. Dollar as our currency, it seems like there shouldn't be much issue with the integration so that we can use ApprovalMax to integrate with our Quickbooks Budgets.

                            4 votes
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                              under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                            • Have a "Remind" button to give approvers a nudge

                              ...to remind them they still need to approve something!

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

                                It's be great when my ApprovalMax has been idle for some time that the system completes an automatic refresh so instantly know when something is updated

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

                                  Hi,

                                  Thanks for sharing!

                                  That’s a great idea, however, our UI is static and, therefore, doesn’t allow that capability at the moment.

                                  We are aware of methods that can help us to make your suggestion possible, and will work on it longer term. We cannot promise any exact ETA at the moment.

                                  Thanks!

                                • 3 votes
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                                    under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                                  • 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.

                                    • 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.

                                      • 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 →
                                        • Have the 'decision required' tab per company to avoid confusion when approving invoices across multiple entities

                                          Have the ability to choose which company 'decision required' tab to avoid confusion when approving invoices across multiple entities

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