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  1. Approval Reports

    Approval Reports.
    Periodic reports and filters for being able to go back to an approval, check where the delay is, check approvals as a process. At present, the same can only be done on the website, where operations are not possible.

    20 votes
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      4 comments  ·  Flag idea as inappropriate…  ·  Admin →
    • In-app viewer

      For both Web & Mobile, when you click on a attachment, you download the file and open the PDF in a new browser.

      Please add an in-app viewer for both Web & Mobile like Xero & Expensify has. This will keep the experience in the application and not force the user to leave and come back.

      17 votes
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        1 comment  ·  Flag idea as inappropriate…  ·  Admin →
      • 15 votes
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          3 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • "Default approver" for steps

          Default approvers will be added to the step if according to defined workflow no one is approving particular request.

          13 votes
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            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
          • Side by Side review

            Have a side by side review functionality -- face of the invoice and invoice entry so we dont have to manually open the pdf document.

            9 votes
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              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
            • Support for Quickbooks (Bills, Invoices, POs)

              All the same support for Quickbooks as Xero

              8 votes
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                2 comments  ·  Flag idea as inappropriate…  ·  Admin →
              • 7 votes
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                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                • See Xero Attachments

                  If the Xero attachments were visible in Approval Max, it would be easier to make informed decisions on approvals.

                  6 votes
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                    completed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                  • Integrate with Xero accounting app

                    Integrate with Xero accounting app

                    6 votes
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                      1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                    • Let app users make requests

                      I work on a team that want to use the app but will be the ones making the requests and as far as I can see you cant make the request via the app, only approve it.

                      5 votes
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                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                      • 5 votes
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                          2 comments  ·  Flag idea as inappropriate…  ·  Admin →
                        • Send Notification to PO Requestor when Bill is created in Xero

                          Currently, there is no trigger point when Bill is created in Xero that is later pushed to ApprovalMax. The Bill creator (i.e. Finance team) has to physically inform the PO Requestor (Requesting department) when Bill is created/ Requestor has to constantly check if the Bill is created in ApprovalMax for matching. There is gap between PO workflow and Bill workflow.

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

                            At the end of the month, there are POs & Unapproved Vendor Bills that need to be accounted for with an Accrual. This is usually done with a Journal Entry on the last day of the month and an auto reversal on the first day of the next month.

                            Currently, I do this process manually, but since ApprovalMax has all the info, I will explain how ApprovalMax can help me do it automatically.

                            I envision a report in ApprovalMax that has:
                            - Vendor Bills pending approval
                            - Approved POs, not yet Billed against
                            (these items are the usual items to…

                            4 votes
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                              2 comments  ·  Flag idea as inappropriate…  ·  Admin →
                            • Delegates for approvers

                              Ability to add a delegate for a defined period of time to whom decision making will be delegated.

                              3 votes
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                                completed  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
                              • Define rules based on Net amount

                                Add possibility to define approval matrix rules based on Net amount (taxes not included)

                                3 votes
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                                  completed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                • 3 votes
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                                    completed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                  • UK version for QuickBooks Online

                                    When is the UK version for QuickBooks Online coming out? We support both Xero and QuickBooks Online and there like getting add ons that integrates with both. Do you have plans to bring out the UK version soon?

                                    3 votes
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                                      completed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Check request version when approving from email

                                      In order to avoid approving old requests by mistake

                                      3 votes
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                                        completed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Quickbooks Online integration for Canada

                                        Please add support for CAD.

                                        3 votes
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                                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Delegate specific approval requests

                                          Sometimes the approver does not have all the necessary information to approve a request, and would therefore like to approve in principle, then send the request/delegate to an alternate approver for final review.

                                          For example;

                                          User A is the primary approver
                                          User B is another user in the system, but is not normally part of this workflow

                                          User A receives request, does not know enough about the project it relates to, and therefor decides to "approve in principle", but delegate final approval to User B, who is the project manager.

                                          User B then receives the request and approves/rejects as required.…

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

                                            Hi John,

                                            Thanks for your suggestion.

                                            This already can be done actually. Approver A can click “Change approvers” button in the workflow preview and add Approver B to a particular request. Approvers can add any new approver, but they can’t remove approvers defined by the workflow. Administrators at the same time can even remove approvers that were added by the workflow.

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