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  1. 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 →
          • 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!

              • Recurring Purchase Order

                I would like to know the posibility to create a recurring purchase orders like rent, electricity, cleaning ect.. If its not available suggesting ApprovalMax to introduce to the system ASAP.

                36 votes
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                  7 comments  ·  Flag idea as inappropriate…  ·  Admin →
                • 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 →
                  • Alternate approvers(few of them can approve request)

                    Alternative approver(few people in this same step that can accept requests).

                    40 votes
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                      1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                    • Integrate with Sage

                      It would be great if ApprovalMax and Sage were integrated

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

                        Hi,

                        Thanks for your feedback!

                        We do consider Sage integration for the future, but we don’t have any plans for it yet and thus can’t commit to a specific delivery time frame.

                        Our decision to go after Sage largely depends on the number of requests we get, so feel free to point your colleagues who have Sage to this page and vote for this feature.

                      • Bulk Approvals

                        Would be useful for us to have a way to tick multiple invoices at once and then approve all at the same time, rather than having to go through individually. We would like to use this where we have a two step approval process. Managers want to be able to see that someone has already viewed and approve and then do all their approvals in one go to save time.

                        32 votes
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                          3 comments  ·  Flag idea as inappropriate…  ·  Admin →
                        • 20 votes
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                            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                          • @Mention in comments

                            Add @mention to comments so we can ping the right person we want in the conversation around the request

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

                              • Total on Reports

                                We really need to be able to total the amount field on a report. We have to export to CSV to do this currently, but this defeats the purpose of the audit functions in Approval Max as anything could be changed in the CSV.

                                7 votes
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                                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                • Approval needed when a staff member exceeds a certain cumulative threshold for the month

                                  When Sally creates Purchase Orders throughout the month, approval is needed once the total of Purchase Orders is greater than $25,000 (for example).

                                  6 votes
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                                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                  • APPROVED watermark

                                    Marking the document with a watermark saying APPROVED when at the last stage the document is approved. In this way I could print the invoice and archive it with a simple note on it. It's like a sign.

                                    2 votes
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                                      1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Have the 'decision required' tab per company to avoid confusion when approving invoices across multiple entities

                                      Have the ability to choose which company 'decision required' tab to avoid confusion when approving invoices across multiple entities

                                      1 vote
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                                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Integrate Approval Max and WFM

                                        If approval max and WFM were integrated in would mean that POs created in WFM could be exported to Approval max for the approval processes, which would greatly help with internal controls.

                                        1 vote
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                                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Okta SSO support

                                          Support Okta as a SSO solution, so that users could have a single login to all systems including ApprovalMax

                                          20 votes
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                                            5 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.

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