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I suggest ...

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  1. 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 →
    • 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 →
      • 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 →
          • 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 →
            • Copy and Paste

              Currently it is a very manual process to apply a list of suppliers of codes to each employee. As most employees in a department will have similar requirements it'd be great to be able to copy and paste into these fields.

              9 votes
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                1 comment  ·  Flag idea as inappropriate…  ·  Admin →

                Hi,

                Thanks for your support of this feature. We see where the need is and would be glad to address it. However, we plan to solve it differently.

                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. Please note there are no ETA at the moment.

                We’ll update you here or in our blog on about details as soon as possible. Please feel free to share your feedback in comments as well.

              • 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 →
                • Group conditions for the approval flow

                  Updating the approval flow is time consuming when you have to add in multiple users. It'd be great if we could group settings so you dont need to re enter CLASS or account numbers every time

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

                    Hi,

                    Thank you for idea and support! This is similar to the one we’ve answered earlier.

                    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. Please note there are no ETA at the moment.

                    We’ll update you here or in our blog on about details as soon as possible. Please feel free to share your feedback in comments as well.

                    Thank you!

                  • Add Suppliers by Group

                    It would be good to be able to add suppliers by group in the workflow matrix, rather than having to select individual suppliers.

                    2 votes
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                      1 comment  ·  Flag idea as inappropriate…  ·  Admin →

                      Hi,

                      Thanks for your support of this feature. We see where the need is and would be glad to address it.

                      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. Please note there are no ETA at the moment.

                      We’ll update you here or in our blog on about details as soon as possible. Please feel free to share your feedback in comments as well.

                    • 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 →
                        • 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.

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

                            • Print approval workflow to PDF

                              I would like to export a PDF of the approval workflow for the auditors.

                              Both the workflow and the approval matrix.

                              11 votes
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                                5 comments  ·  Flag idea as inappropriate…  ·  Admin →
                              • Comment Mailbox Indicator

                                When someone leaves a comment on a request, I get an email, but if I am in the app, it is hard to see which request has the comment.

                                Please add a "mailbox" type of indicator to know there are comments on requests. The notification should go away once it is read.

                                2 votes
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                                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                • Google Apps App and Login

                                  - Login with Google Apps or Gmail user/pass
                                  - Gmail app for approvals

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