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I suggest ...

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  1. 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 →

        Thanks for your support of “Requester Groups” feature. We see where the need is and would be glad to address it.

        Most likely 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.

      • 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 →
        • Add Attachments When Replying to Add Comments

          When replying to an approval e-mail to add a comment would it be possible to include attachments which are then uploaded to ApprovalMax and then Xero. The benefit would be when additional documents are relevant to an invoice, having these all in one location would be handy.

          37 votes
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            3 comments  ·  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 →
              • Integration with Quickbooks Online Global

                Since ApprovalMax integrates already with Quickbooks USA, it seems that it shouldn't be difficult to integrate it with Quickbooks Global. We are based in El Salvador, use Quickbooks Global and use the U.S. Dollar as our currency, it seems like there shouldn't be much issue with the integration so that we can use ApprovalMax to integrate with our Quickbooks Budgets.

                4 votes
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                  under review  ·  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 →
                    • Print approval workflow to PDF

                      I would like to export a PDF of the approval workflow for the auditors.

                      Both the workflow and the approval matrix.

                      14 votes
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                        8 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 →
                                    • Duplicate Approval Flow (Non-Xero)

                                      I have to create many flows that are almost identical to one another, except the title, or other minor changes.
                                      If there were a way that I could duplicate an existing, activated flow as it is and just make a minor change to create a second, third, fourth flow from this (just with a slight name change each time, or for example to take one person off the newly duplicated flow) that would save me a lot of time.

                                      3 votes
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                                        1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Payment Approvals for AP invoices

                                        If ApprovalMax could pull in all unpaid bills from Xero and allow managers to approve them for payment. and a report could be printed to show what has been approved for AP clerks when paying bills.

                                        17 votes
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                                          3 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Multiple selections at once for numerous requesters

                                          I am creating great deal of approval flows and a long list of people are able to submit requests. Each of them has to be added manually, one by one, by selecting them from the drop down.
                                          If there were checkboxes, or I could mark all the right users with the right click of the mouse, I would be much faster.

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