Ability to select who is to approve the bill/receipt at the time of sending for approval instead of being stuck with the manager of the submitter or selected approvers within a workflow. Or ability to select workflows to work with your companies procedures.

Also, would like to see the ability to choose if a bill should be sent for approval or just publish, instead of being set one way or another with the workflow setups. This would be for those bills that have signed yearly contracts, that are monthly billings or for those small bills that may be below a workflow amount that may need to be sent for approval due to the type of expense it is.

Similar setup as in the expense claims section, would be great.

It would be wonderful is Dext would be able to setup the ability to choose who you need to approve a bill/receipt, which is similar to the options available in the Expense Report side.

It would also be wonderful if you had the option to send for approval or can just publish. This would allow those bills that are already approved (via contract for the year), that are not required to be re-approved due to the workflow standards. It would also be able to send some special bills that may need approval that the workflow parameters may not apply to. (also similar to what the Expense Report section allows) Not all companies are setup the same.

It would be great to be able to select a specific individual to approve a cost (bill/receipt) instead of it going to all approvers indicated. It would also be useful to have the option to send for approval or publish, not one or the other. (Basically, setup the exact same way as the Expense Reimbursement has been as that is the smoothest setup that I have seen in any program).

Different departments order from 1 supplier, which means they need to be send to a different department head for approval depending on the invoice. currently there is no option to forward an invoice from the inbox for approval unless it's part of an existing workflow. would be great if we can forward an invoice for approval to an existing member without creating a new workflow (or adjusting one).

What’s up

Where a user is working on projects and has to submit different claims to different Managers for approval this would be helpful. Currently they have to go to 1 Manager to approve, this would allow the user to specify which person should approve

Having this would be a game changer

This would be very helpful or if an approver themselves could redirect an approval to a different user.

It would be useful to select/ change the approver from the inbox to then send to approvals tab
The approvals workflow does not allow for every possible situation - ie we might have one supplier that supplies different items that need to go to different approvers/ departments depending on what is purchased

Approvals workflows are a great idea, however often we just need a team member to approve just one item where there is a query against a purchase order, or where it isn't always the same person signing off invoices from a given supplier / set of conditions. Please could we have a feature so you could click a button to request approval for a single one-off item. This could be part of the main processing / categorisation screen presented on the desktop for each uploaded document.

Even being able to flag in different colours would be helpful to transfer attention of files form one user to another

There are some items in our approval workflow that need to go to someone else before it goes to the last approver. It is occasional, but we are not able to set up a workflow to accommodate this. Being able to choose who it goes to for approval even if the person isn't on the work flow would be extremely helpful

After setting up a workflow it would be useful if you could change the approver in request approvals

We have a lot of one off invoices so, adding them to a workflow & setting an approver is time consuming and unneccessary, it would be far simpler to set individual invoices directly to the relevent approver outside of a workflow.

It would be good if the main person processing invoices had the choice to either send for approval or Publish. eg we have certain invoices which can be published straight away such as invoices with a PO or Utility invoices but at the moment we have to send all invoices for approval.

When Dext first introduced Approval I thought one would simply click a button then assign an approver. A set of rules such as the current workflow is nice but the ability to request approval in an ad-hoc situation is also useful.

I'm working with approvals workflows. Is there a feature where at the inbox or processing stage an operator can override the default and determine the routing of an invoice to be approved? If not it would be a nice to have for our organization.

On top of being able to have exclusion rules to the workflow, an admin should also be able to manually change an approver from the Approvals tab directly.
Let's say a particular invoice went to X for approval, but X is on holiday, I don't want to change the whole workflow, I just want to re-assign that invoice manually to Y as a one-off, without affecting any other items awaiting approval. A delegate rule could work, but there should be an option to do it as a one-off too.
At the same time, I need to be able to modify one workflow and see that modification applied to all items awaiting approval affected by that change, without these being sent back to Inbox - the approver would then be automatically informed. I also noticed that if now I change one workflow, at the moment ALL items awaiting approval are pushed back to Inbox, not just the ones affected by that particular workflow. This creates an immense confusion and duplication of work, as I have to go back and re-check every single invoice and re-publish it.
These changes should also appear as automated notes at the bottom of the invoice page, with the ability to leave a comment, so that the approver can see why the workflow was changed (for audit trail purposes).
Finally, approvers should not be able to see other's people invoices, but only the ones going to them for approval - for confidentiality purposes (except for Admins).
And no approver should have the power to amend coding/descriptions - they should only review and approve and suggest changes, which are then checked by finance and actioned if appropriate.
Any invoices awaiting approval should also be already visible in Xero as Awaiting Approval, while at the moment they don't appear there until actually approved.

there should be a feature to transfer approvals to another colleague. sometimes our engineers work in different sites, managed by different project managers. so we should be able to ask or transfer approval of a Expense Claim easily without going through admin.