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I suggest ...

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  1. Display of which Workflow use

    Nowadays we can not know which workflow submitted.

    I would like to suggest that when we approve we would like to see which workflow people submit.

    Our staff use several workflows, but we can not know which workflow when we approve.

    Regards,

    Miyata

    1 vote
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      completed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
    • Giving users the option to allow the entry of new vendors directly in ApprovalMax.

      The new vendor would then sync back to accounting.

      I am truly concerned that new vendors will hold up our purchase order process, as everything will stop until the new vendor is set up. Or, that employees will get frustrated with the inability to set up the new vendor and then revert back to the old way of doing things.

      1 vote
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        0 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 →
        • how to add additional lines

          Hi

          I'm new to this and would like to know where I can find information on how to add extra lines in when approvees are adding extra lines & splitting the costs out to different general (cost) codes

          1 vote
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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 →
            • 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

              14 votes
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                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
              • Being able to create a template that can be used instead of retyping the information in every time

                Creating a template to be used for repetitive orders instead of creating a new order and having to retype the information in each time

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

                  Thanks for supporting this feature!

                  “Copy PO” feature is now released. It is enabled for selected companies only though since we are in the testing phase. In case you’d like it to be enable for you, please let us know.

                  We’ll release it to everyone a bit later, likely in February.

                • 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.

                  • Default zoom settings

                    Can you change the default zoom for viewing pdfs? Always have to zoom in as they are often too small to read.

                    1 vote
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                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                    • Approvers edit request

                      Approvers should be able to edit requests.

                      2 votes
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                        3 comments  ·  Flag idea as inappropriate…  ·  Admin →
                      • Copy Reports

                        It would be very useful to be able to copy reports.

                        1 vote
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                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                        • Scroll PDF pages

                          Hi, It would be much easier if you could scroll through multiple pages on attached PDFs, rather than having to click across to next page.

                          1 vote
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                            1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                          • invoice date

                            If there is a function for us to change the invoice date in ApprovalMax, that would be great.

                            1 vote
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                              1 comment  ·  Flag idea as inappropriate…  ·  Admin →

                              We see that typically the need to change Date of the Bill is coming from a Lock Date set in Xero since it does not allow approval of any Bill with date later than Lock Date.

                              To handle this case we have introduced a setting that is called “Lock Date Policy”. It could be configured the way that Bills with Date after Lock Date will be automatically modified — Date will be changed to Lock Date + 1 day after approval. Basically this means that Bill is moved to the next period.

                              We currently do not provide a way to manually change Bill date in ApprovalMax.

                              You are welcome to check details here:
                              http://support.approvalmax.com/knowledgebase/articles/792930-how-a-lock-date-is-handled

                            • 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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                                2 comments  ·  Flag idea as inappropriate…  ·  Admin →
                              • Print All Outstanding Approval Reports in a Batch

                                It would be useful to be able to print approval reports in a batch in the report, e.g. print all approval reports for a specific date range or print.

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

                                  Thanks for your support of “Print All Outstanding Approval Reports in a Batch” feature.

                                  Good news: we have implemented it. You are welcome to check “three dots” menu in the report. There is new “Download audit reports archive for all requests” button. You are welcome to give it a try!

                                • 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 →
                                  • Printer Friendly Approval Audit Report

                                    When you print the approval report from ApprovalMax the quality is poor, with blurry text and scrollbars along the side. I think it is printing the webpage rather than the pdf, if you print from Xero the quality is perfect. Is there any way it could print the PDF and not the screen?

                                    2 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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                                        0 comments  ·  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 →
                                        • Quickbooks Online integration for Canada

                                          Please add support for CAD.

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