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  1. Report based on Product/Services Selected

    Pull a report based on the product/services selected.

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

      It would be nice if POs could be set to a default account or tax code. Some of our users select the first item in the list which means POs need to be constantly corrected.

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

        Hi,

        That’s great a idea indeed! Thanks.

        Please note that to implement this feature in ApprovalMax we require the full availability of the Xero API.

        Xero has already released a great article on that capability https://www.xero.com/blog/2017/10/embrace-magic-machine-learning-reap-rewards/

        The good news is, Xero has already released its new Expenses module and is now working on the API. As of the end of May 2018, it is listed as a ‘Near Term’ item in the company’s Developer Roadmap.

        Once their API is ready, we will require a few months to finalize the solution on our side.

      • Enable alternative rules to be set up for requesters

        Enable alternative rules to be set up for requesters (in the same way that it is possible to set up alternative rules for approvers)

        4 votes
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          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • Ability to add an attachment to a request after submitting a request for approval

          Once I have submitted a request for approval, I can no longer attach supporting documents. It would be helpful to be able to do so on a PO that is still not approved.

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

            Hi!

            Thanks for your idea.

            You cannot attach supporting documents after you’ve submitted a request for approval because of compliance concerns.

            We’ll think if that may be possible with those ones that are still not approved, but cannot make any promises.

          • Default sending purchase order email to supplier

            Include a default option to automatically send a purchase order via email to a supplier i.e. we could opt to untick the box rather than tick every time.

            1 vote
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              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
            • 2 votes
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                planned  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
              • Approval Max should pull actual spend in Xero for budget comparrison

                My current problem with the budget function is that it does not recognise all spend that is booked to an account but only that which went through Approval Max.

                I know there is a fraud report function that will identify bills approved directly in Xero and allow you to pull that into Approval Max, but the problem comes in with amounts that come off my bank account on a regular basis for web services that I use on a daily basis. This money has already been spent and therefore there is little need for someone to approve it but it…

                8 votes
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                  5 comments  ·  Flag idea as inappropriate…  ·  Admin →
                • Sales invoice creation in ApprovalMax

                  Just like PO creation, it would be great if you could give users sales invoice creation. For example, billing consulting work or project work per milestones. At the moment they would have to have access to Xero, which similar to PO creation, people may not want to hand out.

                  12 votes
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                    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                  • being able to copy and paste, or import Xero account codes into the approval matrix would be invaluable.

                    being able to copy and paste, or import Xero account codes into the approval matrix would be invaluable.

                    3 votes
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                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                    • 4 votes
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                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                      • See who logged a bill

                        It would be useful to see who recorded the bill in Xero somewhere in ApprovalMax so we know who to query it with. Would it be possible to have this field displayed somewhere (to avoid navigating to Xero)

                        1 vote
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                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                        • AR Credit notes to be raised Directly in Approval Max

                          Just like PO's, those with little to no access to Xero, should be able to raise AR Credit notes for approval to be sent to Xero. If the sales department decide it is unnecessary it should be going to the accounts dept.

                          Alternatively a quicker way around this could be the ability raise a negative PO?

                          1 vote
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                            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                          • 1 vote
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                              planned  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                            • Display PO Date in Viewing Panel

                              It would be great to see the date the PO was written in the left panel where PO's are displayed in short form.

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

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

                                    34 votes
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                                      3 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Enhanced PO Matching

                                      Currently, you can only match bills to PO's with the same supplier and currency which are not marked as billed.

                                      It would be useful to be able to edit the supplier name on the PO or bill to enable matching (sometimes the supplier for the PO has one name, but then bill might use a slightly different name or if the supplier has changed names, eg incorporated, therefore PO has old name and new bills has new name, matching could not occur).

                                      It would also be handy to match a credit note to a PO. We recently had a bill…

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

                                        Hi,

                                        Thank you for sharing your ideas!

                                        You cannot match bills to PO with a different name because of compliance concerns. Please try to optimise the processes on your side to eliminate this issue.

                                        We’ll think on implementation of matching credit notes to PO capability, however, cannot write any exact ETA at the moment.

                                      • Auto Refresh

                                        It's be great when my ApprovalMax has been idle for some time that the system completes an automatic refresh so instantly know when something is updated

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

                                          Hi,

                                          Thanks for sharing!

                                          That’s a great idea, however, our UI is static and, therefore, doesn’t allow that capability at the moment.

                                          We are aware of methods that can help us to make your suggestion possible, and will work on it longer term. We cannot promise any exact ETA at the moment.

                                          Thanks!

                                        • Display mandatory fields

                                          When creating a PO it should be clear to the user what is mandatory vs non mandatory before you submit for approval. Currently these mandatory fields only appear after you submit and make an error

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