Bring Filter & Search Function to the Approvals section
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.
Homam Kannout
shared this idea
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Doreen Xu
commented
Add column customization to Approvals section, including Customer field
We'd like to organize columns in the Approvals section, similar to the Inbox functionality.
Specifically:
-Add a settings gear icon to the Approvals tab
-Allow users to add/remove columns, including the Customer field
-Save column preferences for future loginsThis would improve efficiency when reviewing items for approval, especially for businesses that rely on customer information for decision-making
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Paul HO
commented
the table setting function (gear icon) should be shown in this page, so that the approveer can have an idea what all bills are about without clicking into the bills one by one.
there should be bulk approval button too.
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Emily Guo
commented
Can have an "approver" column.In this way,managers who approve final payments can check who approved invoices
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Martin Banks
commented
It would be extremely useful for the approvals section to be sortable by the headers allowing you to search by user, next approver, date, supplier, category or total.
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Frederick Prevatt
commented
Please add the ability to filter, search and manage columns on the Approvals tab. A sticky search/filter would also be great so you can have the same search when you switch tabs from the inbox, approvals, archives, etc.