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27 results found

  1. Reminders to approve an invoice after x amount of days... if not approved by x amount of days then moves to their manager for approval. This would take away the need to micro manage the approval workflow process.

    74 votes

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    Under Review  ·  3 comments  ·  Approvals  ·  Admin →
  2. manual assignment for approval not on a workflow

    41 votes

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    Under Review  ·  5 comments  ·  Approvals  ·  Admin →
  3. When i go to my approvals tab I get a listing of every bill that need approving. It would be very useful to have an option to see just the ones which are relevent for me.

    33 votes

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    Under Review  ·  4 comments  ·  Approvals  ·  Admin →
  4. Currently, the invoices in the "Approvals" section are static, lacking the ability to filter or search for specific items. It would be greatly beneficial to incorporate the same filtering and search features available in the "Inbox" and "Ready" sections into the "Approvals" section. This enhancement would significantly improve efficiency and ease of use.

    19 votes

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    Under Review  ·  5 comments  ·  Approvals  ·  Admin →
  5. For cost approvals, it would be good for approvers to see the archive of what they've approved, even when another user has submitted them, without the approver being given access to see all items

    9 votes

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    1 comment  ·  Approvals  ·  Admin →
  6. Ability to check multiple in inbox and bulk submit for approval rather than clicking all individually

    14 votes

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    Under Review  ·  0 comments  ·  Approvals  ·  Admin →
  7. Have the approval workflow trail documentation uploaded into QBO online with invoice/expense reports, like what Approval Max does

    8 votes

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    1 comment  ·  Approvals  ·  Admin →
  8. To be able to sort approvals via next approver would assist multiple users in our organisation to simply find their own invoices to approve.

    3 votes

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    1 comment  ·  Approvals  ·  Admin →
  9. We have quite a number of suppliers and normally set the approver by supplier. In a lot of cases we have more than 50 suppliers being approved by one individual and this means that we have to use more than one workflow for one approver. We have now exhausted the amount of workflows available as this appears to be limited to 20.

    7 votes

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    2 comments  ·  Approvals  ·  Admin →
  10. Not an idea... but a request. 20 Workflows isn't enough for my org. We need closer to 50 to serve our needs!

    5 votes

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    0 comments  ·  Approvals  ·  Admin →
  11. Approvals should be able to change the category or details that's coded to the invoice if it was incorrectly added by Dext or the person requesting the approval.

    5 votes

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    Under Review  ·  2 comments  ·  Approvals  ·  Admin →
  12. For Workflow Approval: Please we need to Assign a user in the practice as the manager of the users in the client account by adding them to the approval workflow. thanks for considering this feature.

    5 votes

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    1 comment  ·  Approvals  ·  Admin →
  13. Approval Ranges would be very useful for many of our clients.

    Example: If the amount is greater than $100 and less than $15,000 User A must approve.

    8 votes

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    1 comment  ·  Approvals  ·  Admin →
  14. Ability to filter by Projects in the Approvals view so when exporting documents you can do it per project

    7 votes

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    Under Review  ·  0 comments  ·  Approvals  ·  Admin →
  15. An Export or total value amount in approvals for quick reference on in progress values

    6 votes

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    0 comments  ·  Approvals  ·  Admin →
  16. Roles should be able to be assigned to standard users, and workflows created around that. These roles should be bespoke (e.g. Submitter, Approver level 1, Approver level 2, approver Level 3 etc) Then workflows can be created so that someone with Approver Level 1 would have their expenses approved by someone at approver Level 2 etc.

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
  17. Add the ability to approve more than just invoices. We rely heavily on purchase orders, and purchase order matching for our business, and would love to see this added to Dext's approvals, along with the ability to approve new suppliers. This could link to data already captured in Dext, and be share amongst Vault, Bills, and Approvals to give a cohesive picture.

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
  18. For approvals, can we have these approvals printed on the invoices prior to publishing?
    Currently the only way to check if an invoice was approved is to go to 'history'. It would be ideal if the approval can be displayed somewhere on the invoice as well. So it maintains that flow.

    Once invoices are published to QBO, there is no way to know which manager approved the invoice for audit purposes. This is a requirement for audit purposes.

    The approval is a great feature, but defeats the purpose for audit.

    4 votes

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    0 comments  ·  Approvals  ·  Admin →
  19. Line item detail should be visible from the approval window and not require the approver to send back to the inbox to open that detail. Only to have to resubmit and move back to approval window to approve.

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
  20. Approval to include "if not" criteria.
    Approval Re-assign function to other approver.

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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