I suggest ...

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.

30 votes
Vote
Sign in
Check!
(thinking…)
Reset
or sign in with
  • facebook
  • google
    Password icon
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    Craig Harvey shared this idea  ·   ·  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.

    3 comments

    Sign in
    Check!
    (thinking…)
    Reset
    or sign in with
    • facebook
    • google
      Password icon
      Signed in as (Sign out)
      Submitting...
      • Brendan commented  ·   ·  Flag as inappropriate

        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.

      • Brendan commented  ·   ·  Flag as inappropriate

        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

      Feedback and Knowledge Base