Settings and activity
10 results found
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19 votes
Chelsea Coutu
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54 votesChelsea Coutu
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31 votesChelsea Coutu
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49 votes
An error occurred while saving the comment Chelsea Coutu
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31 votesChelsea Coutu
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62 votes
An error occurred while saving the comment Chelsea Coutu
commented
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
Chelsea Coutu
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38 votes
An error occurred while saving the comment Chelsea Coutu
commented
We should be able to edit everything on the document during the approval process, just like you can when the document is in the inbox. Right now you can only edit the Category, but would be helpfull to edit the Product/services line as well. Being able to edit the taxes, invoice amount, invoice received date, etc need to be a feature
Chelsea Coutu
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3 votes
This is planned, thanks for raising
Chelsea Coutu
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47 votesChelsea Coutu
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31 votesChelsea Coutu
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Our company receives hundreds of invoices in a month, and all are approved based on a budget set out before the project begins. We need all the sorting and search features as the other tabs (Inbox and Archive folders) so that we can search by customer, reference number, etc. Currently you can only sort by vendor or date, and this isn't helpful at all. We are spending more time searching for invoices and jobs than we are approving. We are finding that while we chose Dext to help us save time, it really is creating more work.