Users in workflow approval
For Workflow Approval: Please we need to Assign a user in the practice as the manager of the users in the client account by adding them to the approval workflow. thanks for considering this feature.

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Jill commented
Yes we also need for the final approver in the workflow to be the practice accountant. We want the first approver to be the person's manager in their organization, but the final say should be us, the practice accountants, and only we should be able to select "publish" to send to quickbooks.
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Bianca Sommer commented
Need to be able to add a Dext Practice team member as a document owner on client account please.
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Craig Lohman commented
Agree with this need. We have clients that have approver workflows in place, however, we on the Partner/Practice side do not know when they have completed so that we can then go in and verify and publish to their general ledger. We would like to have the ability to add our Partner/Practice users to the expense claim approver process or at least have the ability for notifications to be sent to our Partner/Practice users when expense claims have been approved so that our team knows there is work to be completed for a particular client.
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Aileen Gilpin commented
It would be nice in the approval workflow if we can assign an internal practice approver that can approve not just client approvers. i.e. under my team if they have standard access that 'cannot publish to an accounting software' then we should be able to have a clients approval workflow have an option to select an internal my team member to be the 1st stage of approver