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  1. 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.

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

      Hello,

      Thank you for your feedback!

      Could you please describe your use case in details? Why do you need recurring PO and not recurring bills?

      We’d appreciate if you could describe your situation as detailed as possible in comments, so that we could understand it correctly and help.

      Thanks!

    • Alternate approvers(few of them can approve request)

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

      37 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 →
                          • Searching approvals

                            We really need to be able to search approvals. When an AP is trying to pay an invoice, there's currently no way to easily find an approval that has been given (or rejected). Without QuickBooks Online integration, AP cannot easily verify approval prior to payment.

                            87 votes
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                              14 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.

                              • 9 votes
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                                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                • Workflow Step = Email PDF Document & Audit Report

                                  Enable a workflow step that emails the document and audit report in one pdf

                                  eg final step in workflow is email to records department PDF for filing or to attach to a system other than Xero or Quickbooks

                                  3 votes
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                                    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                                  • In Other Workflows have the ability to save the Request form as a template rather than have to attach a file.

                                    For example - We have an overtime approval procedure/form.
                                    Rather than attach a form to the Request why can't the description field on the request be saved formatted and the Request becomes the form.
                                    Saved Request templates could then be created for various workflows.

                                    7 votes
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                                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Reporting - PO detail

                                      Currently the PO reporting includes information from the PO header but you can't produce reports showing the details of the line items, for example account code, department, net amount. Having this detail would allow users to review the detail, remove old PO's, create month end accruals.
                                      Can you please improve the online reports to select line item details

                                      13 votes
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                                        1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Supplier user defined fields

                                        Can we be able to add user defined fields to suppliers for easy reporting.This can be used to simplify reporting.examples
                                        1.type of suppliers
                                        2.industry sic code

                                        2 votes
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                                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Accounts Payable Box

                                          set up an inbox where invoices and estimates can be be directly emailed to to Approval Max.

                                          Also capturing submitters Name/Email/phone

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