I suggest ...

Similar reports per Vendor

When I am approving Bills in ApprovalMax, sometimes I click over to Xero to take a look at the last 3-4 Bills to see if its a similar amount, or just to remind my memory about the vendor & if they send monthly invoices.

It would be great to be able to do either or both of the following:

1. Click on the name of the Contact in ApprovalMax & start a search for this vendor in this entity

2. Click or Hover on the name of the Contact in ApprovalMax show a list of the past few Bills from this Vendor (Show date, ref#, & amount). Maybe include a link to run a full report or search for this vendor.

3 votes
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    Alex Keselman shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

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