David

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  1. 2 votes
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      1 comment  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
      David commented  · 

      You can use the Audit Report PDF.

      Also - don't print it. Save some trees and keep it in the cloud!

    • 1 vote
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        0 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
        David shared this idea  · 
      • 45 votes
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          under review  ·  6 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
          David commented  · 

          Don't call them watchers. Call it "FYI"

          David commented  · 

          Yes!

        • 3 votes
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            2 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
            David commented  · 

            Hey Gary,
            Interesting Q, but I don't think I understand. Maybe I'm missing something.

            My thoughts would be:
            1. You should wait until the Bill is approved before paying (normal workflow)
            2. If the payment is direct debit (initiated by the vendor, not by you), then the bank transaction will happen without you doing anything, therefore it will just sit as a reconciling item. Once the Bill is approved, then you can reconcile the payment with the Bill.

            Why can't you wait for the Bill to be approved before you reconcile?

          • 3 votes
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              1 comment  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
              David commented  · 

              Yes, great idea!

              Even duplicate for a Xero company. We may have multiple companies, but need to copy similar approval workflows.

            • 14 votes
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                6 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
                David shared this idea  · 
              • 2 votes
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                  0 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
                  David shared this idea  · 
                • 11 votes
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                    2 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
                    David commented  · 

                    So do you envision turning off all auto-notifications for those specific approvers (Instant & Daily Summary), and instead have a admin-generated, manual "batch & notify" email?

                    That is a good idea - as a work-around, you can just send them a normal email to open up the Webapp or Mobile app to approve.

                    In addition, you are asking for a Approve All functionality. This maybe should be a separate request. I like it, but I discourage the practice, because what is the point? If they are batch approving, then they are probably not looking at the details. Then they are just a rubber stamp, and if that is the case, maybe we should just take them out of the approval process, since they are just slowing things down. No?

                  • 16 votes
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                      3 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
                      David supported this idea  · 
                      David commented  · 

                      This would save me a lot of time. Our CEO wants to add the payment batch approval process into ApprovalMax as well, so this would save us time and allow us to be more compliant.

                      - Batch the approval requests by the Planned Date set already in Xero.
                      - Include links to the ApprovalMax Bill approval (so that the manager can check who approved the Bill if needed)
                      - If the Bill was not approved in ApprovalMax (ie if the Bill was approved directly in Xero), then just have link to Xero

                      David commented  · 

                      Yes please!

                    • 1 vote
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                        0 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
                        David shared this idea  · 
                      • 1 vote
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                          0 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
                          David shared this idea  · 
                        • 1 vote
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                            0 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
                            David shared this idea  · 
                          • 10 votes
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                              0 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
                              David shared this idea  · 

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