35 results found
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Allow for tiered approvals
Allow for more detailed approval tiers, ie Manager approval for everything but Capital items within a certain subset of the chart of accounts which should be allowed to be defined without a limit (ie more than 40). Detailed outline example Over $2000 for the subset of accounts outlined in the rule would require an additional Executive approval but costs below $2000 for this account subset would stay within Manager approval limit
1 vote -
Expense Claim as approver edit expense and split expense
Expense claims as the first approver I was to split an expense.
1 vote -
Push notifications for mobile device when Approval requested
It would be great if we could enable push notifications to your mobile device when an invoice requires your approval. Currently, there are only the email notifications but all of my team mostly completes their approvals while they are on the road via their mobile applications.
1 vote -
Users should be assigned ROLES so that workflows can be created according to role
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 -
Invoice approval quantity
On the approval screen where you have the line item breakdown to have unit price and quantity data visible to the reviewer to ensure the detail has been entered rather than just a quantity of 1 and the unit price being equal to the net invoice amount
1 vote -
Flags on expense claim items
It is currently not possible to view flagged items or flag an item once an expense claim has been sent for approval. We can see and select flags on items before they are sent for approval and once they have been approved but not during the approval workflow. It would be very handy to have this added so that flags can be viewed or added during the approval workflow.
1 vote -
View the document reference in approvals
It would be helpful to see the document reference in the approvals screen as is sapparent in entry and archive screens. In such cases that I need a specific invoice approved the approver is unable to see the reference and may have to open multiple documents to find the correct one.
1 vote -
Add product and services to approvals workflows
I need products and services instead of categories as workflow options, can we please add this?? :) We don't use categories and to get our main approval work flow set up, I'm going to have to use 1 category and it really doesn't work for us as a whole. Products and services were solely to ensure projects would work via QBs but then over here aren't included in workflow approvals.
1 vote -
Export the Approvals list screen and add other columns to the screen as a CSV so that this can be used for reporting and accruals
Have the "Export" tool that is available on the other screens on the "Approvals" screen plus add other columns of data as well.
1 vote -
Approvals Exceptions
Be able to Turn approvals off for a specific user by having an exceptions heading under the Apply to heading so you have a choice of either applying the rule to specific criteria or setting specific criteria to be exempt from the rule.
1 vote -
Approval Workflow
Adding supplier to approval workflow needs simplfying - when new supplier has to be added to an exisitng workflow, why does everything go back in to costs workspace to then be re-added to approval workflow - very clunky
1 vote -
PO approval linked to invoices
Require approved PO for each invoice
2 votes -
Bills to autopublish to accounting software as draft whilst in Approvals workflow
We currently use ApprovalMax for approvals - bills publish from Dext to Xero as "Awaiting Approval" which are then automatically loaded to ApprovalMax for the approvals process. Switching to Dext approvals would be amazing however there doesn't seem to be a way to have the bill publish to Xero until after the approvals process is complete. Please could this be considered as an idea
2 votes -
Exception rule to suppliers/accounts in Approvals
In the workflow, we need to be able to select a cost account, but perhaps exclude some suppliers as these should go for approval to someone else.
The ideal exclusion should be allowed by selecting the supplier account specifically.
Otherwise, there should be a way to select all suppliers and manually deselect the ones to exclude. This does not seem possible at the moment.2 votes -
Add Approval Flow in Supplier Rules
Add Approval Manager/Flow in Supplier Rules.
Useful for regular invoices which are sent to a generic Dext Inbox and could be then pushed to get approved.1 vote
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