We should be able to filter the approvals list to show just those which apply to us
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.
Martin Banks
shared this idea
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Miranda McFarlane
commented
When setting up a workflow it would be good to be able to pick a specific user and be able to set parameters to suite the companies schedule of delegation. Expense approvers could be set up in the system to approve invoices within their scope. It would also be helpful if Dext could filter this so only invoices assigned to a specific user are visible when logged in.
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Brad Werstiuk
commented
Please change the approval tab to show only the docs that the user is needed to approve.
Currently, Document Owners have all documents that are waiting for approvals in their approvals even if they aren't in the approval workflow. Users are finding it frustrating as they need to open each document (especially on the mobile app) to determine if they need to approve. -
Jillian MacKay
commented
Add a filter to the approvals tab, which is present on all other tabs except that one.
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Martin Banks
commented
We would like a user level where the user would have the ability to approve only the items which are relevent to them (i.e. where they are the next approver) when they click on the approvals tab.