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.
Nabil Roy
shared this idea
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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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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