Thanks for your suggestion!
We are now researching how Payment Approval can be addresses by ApprovalMax.
You ideas and comments are much appreciated.
Thanks for supporting this feature! It has been planned for development. Having it ready in Q1 2018 looks realistic.
Thanks for your idea!
Could you please write us which system do you use, so that we could help?LisaBKiwi commented
One of my clients uses OASIS document management - but if it was possible to email the approved PDF including the audit report to any email address it would suit OASIS and many other systems. The problem I am having is that the PDF and audit report are two separate PDF's to download to file on company records. Normally they would have a signed PDF filed in their document register and having an unsigned pdf and a separate Audit report is not quite the same - the ideal would be that the final approval would generate a document created from the PDF file and the audit report combined into one document. Not sure if you have used adobe sign but that is what that system does and it then becomes a signed copy of the original PDF. Please email me if you need any further info or want some examples. So this is not necessarily for financial approvals but other document approvals.LisaBKiwi shared this idea ·
We have designed printing of the workflow feature and will be working on it in Q1 — Q2 2018.LisaBKiwi commented
Would be ideal if the approval workflow and the document itself could be exported to PDF as one document for auditors or filing in company document register
Thanks for your support of “Searching approvals” feature! It is currently under development.
The feature is 85% ready on our side.
We are planning to release a Beta version in Q2 2018.
Thanks everyone for supporting Xero expense claims approval feature!
Let me share an update: Xero has released new Expenses module and is now working on the API. As of end of March 2018, it is in “Near term” in their roadmap, see https://trello.com/c/V19a9nsJ/51-xero-expenses-api
Once Xero’s API is ready, we’ll need a couple months to finalise the solution on our side.
All in all, we can’t commit to any timeframe for a GA version right now. End of Q2 2018 sounds realistic for a Beta version.