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I suggest ...

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  1. 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 →
              • 21 votes
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                  3 comments  ·  Flag idea as inappropriate…  ·  Admin →
                • 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
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                    4 comments  ·  Flag idea as inappropriate…  ·  Admin →
                  • Allow approvals to be put on hold

                    Would it be possible to have an option for approvers to put a request on hold when under query. This would stop daily reminders being sent and allow the finance team to easily see why an approval hasn't been made.

                    5 votes
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                      1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                    • QB Desktop is not dead. Support it.

                      Support for QB desktop POs

                      8 votes
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                        under review  ·  3 comments  ·  Flag idea as inappropriate…  ·  Admin →
                      • Rotate Scans

                        Have the ability to rotate scans when viewing on screen

                        6 votes
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                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                        • Approval Audit Report Sent As Attachment

                          It would be handy if the approval audit reports could be sent by e-mail as an attachment with the notification that an invoice has been approved. This way, we can print and attach to the original invoice when setting up payment without the need to log in to Xero/ApprovalMax and print manually.

                          It would also be good to have any notes made on the approval report.

                          1 vote
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                            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                          • PDF print for bill and comments

                            PDF print for bill and comments for both approved and rejected bills.

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

                              Ability to organize past approvals

                              1 vote
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                                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                              • Approving Bills After Payment for Direct Debit

                                We need to seek approval for bills paid by direct debit, but also mark them as paid in Xero when they come out of the bank. These may not get approved until after payment has been made.

                                Would it be possible to have a feature in ApprovalMax where bills are sent for approval, forced back into Xero as approved for payment to allow reconciliation, but not cleared down from ApprovalMax to allow the person authorising to review and finally approve (at which stage the approval audit report is sent through to Xero).

                                hope this makes sense.

                                3 votes
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                                  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                • Budget Management

                                  In Xero, when a Overall Budget is available, the system should take the budget amount of an account and
                                  1. deduct the actual spent to date on the,
                                  2. deduct the commitments to date (Approved POs)
                                  3. deduct the commitment to date (Bills awaiting payment)

                                  to provide advice of remaining budget to approver, most businesses have no financial minded approvers so they need to know limitations. This would also allow for new workflows to take place if budgets are exceeded.

                                  73 votes
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                                    11 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Export history to Excel/CSV for workflow analysis

                                    Not only do we love the Xero integration for accounts but the ability to create our own non-Xero workflows can also be very powerful.

                                    If we could export the data to an Excel Spreadsheet (or CSV file) that would make this very cool product even better.

                                    eg staff who have maintenance (or ICT support) requests can submit these through Approval Max. Management being able to assess the number of requests made in a certain area would be very valuable.

                                    4 votes
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                                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Have a "Remind" button to give approvers a nudge

                                      ...to remind them they still need to approve something!

                                      4 votes
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                                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Approvals via SMS

                                        I don't have this need, but it thought it was a good idea.

                                        Use Twilio to send a SMS for approval reminders and reply back to approve or reject.

                                        Would anyone use this?

                                        1 vote
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                                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Allow greater control over notifications

                                          To avoid Directors being inundated with approval requests it would be useful to be able to have greater control over how this works. I know there is a daily summary, but this could also clog up inboxes and wouldn't be sent until the following day.

                                          I would like to be able to send a summary e-mail to approvers, i.e. we log bills throughout the day and send a single e-mail to the approver to review that day. There will be occasions where we log 20 bills for one company, I would like one e-mail to be sent to the approver…

                                          11 votes
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                                            2 comments  ·  Flag idea as inappropriate…  ·  Admin →
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