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Settings and activity

13 results found

  1. Approvals should be able to edit the details coded for the invoice.

    5 votes

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    Under Review  ·  2 comments  ·  Prepare » Approvals  ·  Admin →
    Brad Werstiuk supported this idea  · 
    An error occurred while saving the comment
    Brad Werstiuk commented  · 

    Currently both REJECT AND EDIT sends a document back to the beginning. Please consider the following change:
    EDIT: allows an approver to adjust a transaction and keep it moving down the workflow.
    REJECT: keep as is ... sends the document back to the beginning

  2. We should be able to filter the approvals list to show just those which apply to us

    33 votes

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    Under Review  ·  4 comments  ·  Prepare » Approvals  ·  Admin →
    An error occurred while saving the comment
    Brad Werstiuk commented  · 

    Please change the approval tab to show only the docs that the user is needed to approve.
    Currently, Document Owners have all documents that are waiting for approvals in their approvals even if they aren't in the approval workflow. Users are finding it frustrating as they need to open each document (especially on the mobile app) to determine if they need to approve.

    Brad Werstiuk supported this idea  · 

  3. Filter by Project in Approvals

    7 votes

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    Under Review  ·  0 comments  ·  Prepare » Approvals  ·  Admin →
    Brad Werstiuk supported this idea  · 

  4. Adding reminders for the approvals

    74 votes

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    Under Review  ·  3 comments  ·  Prepare » Approvals  ·  Admin →
    Brad Werstiuk supported this idea  · 

  5. Increase the amount of workflows and/or amount of options within the workflow

    7 votes

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    2 comments  ·  Prepare » Approvals  ·  Admin →
    Brad Werstiuk supported this idea  · 

  6. approval workflow documentation into quickbooks

    8 votes

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    1 comment  ·  Prepare » Approvals  ·  Admin →
    Brad Werstiuk supported this idea  · 

  7. Bring Filter & Search Function to the Approvals section

    19 votes

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    Under Review  ·  5 comments  ·  Prepare » Approvals  ·  Admin →
    Brad Werstiuk supported this idea  · 

  8. Setting to sort by date

    8 votes

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    0 comments  ·  Prepare » Expenses  ·  Admin →
    Brad Werstiuk supported this idea  · 

  9. Time stamped approval on PDF export

    4 votes

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    0 comments  ·  Prepare » Expenses  ·  Admin →
    Brad Werstiuk supported this idea  · 

  10. Turn off the conversion rare to base currency

    2 votes

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    0 comments  ·  Prepare » Extraction  ·  Admin →
    Brad Werstiuk shared this idea  · 

  11. Ability to turn certain fields off

    3 votes

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    0 comments  ·  Prepare » Design  ·  Admin →
    Brad Werstiuk supported this idea  · 

  12. Ability to set up rules based on Currency

    3 votes

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    0 comments  ·  Prepare » Rules  ·  Admin →
    Brad Werstiuk supported this idea  · 

  13. Order GL categories in the List by account code

    3 votes

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    0 comments  ·  Prepare » Categories  ·  Admin →
    Brad Werstiuk supported this idea  ·