Approval Workflow based on Customer
We have a client that approves based on which salesman is assigned to a customer/job. If we could trigger approvals based on the customer, they could stop using a competitor's software and keep all of their workflow in Dext.
Jessica Glenn
shared this idea
Hi there,
Good news, you can now set up cost approval workflows based on a customer. Head to approval settings in Business Settings to check it out.
Thanks for voting on this request!
Enjoy,
Anna
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Anna A
commented
Often the Project Manager must approve an employee or team member's expenses. So we cannot have just one manager per user. Can we set up an approval workflow by Project/Customer so that all of those documents go to the PM?
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Rachel Aguilar
commented
Would like to be able to set up an approval workflow based on specific customers/projects - right now only classes are a condition for the approval workflow
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Amenah Charkeih
commented
Hi, we are requesting the addition of a feature that would allow approval of invoice by invoice, or by project please.
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Anetta Banas
commented
Would love to see an options for assigning approvals to a manager based on customer to be able to streamline our approvals process.
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Janine Keller
commented
It would be great to assign invoice approvals by invoice, and not just GL account.
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Ali Raza
commented
We should be able to choose which customer bills get assigned to which Project Manager.
We are a construction company and buy let's say drywall for 2 different customers managed by 2 different project manager.
Our bills have the customer name. Bill 1 would go to PM 1 and bill 2 would go to PM2 (SAME SUPPLIER) based on which customer's job it is.