3

Organizational Accounts not working with thick client

If you have a hybrid system using Azure AD synch to a local domain, you cannot setup workflow in the desktop client. Workflow can only be setup in the Web Client, and then only to accounts that are in Azure. Azure Org accounts are needed to provide MFA access to Web Client, or to a Remote Desktop...

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0 Comments

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Category: Tools - Workflow (46)

STATUS DETAILS
Under Review
7

Workflow Report

Create a Report in workflow to either print or export workflow steps so it can be used for auditing purposes.

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0 Comments

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Category: Tools - Workflow (46)

STATUS DETAILS
Declined
5

GP Workflow Setup Window: Allow App passwords for authentication using O365 account

When setting up Workflow System Settings in GP, you need to use basic authentication if you are using Exchange Online. Currently, the password limit is 15 characters. Can we set up the workflow system settings to work the same way the Exchange is setup for emailing in GP such as allowing the u...

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1 Comments

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Category: Tools - Workflow (46)

STATUS DETAILS
Completed
5

Ability to sort data in Workflow Email Document Line Fields

For workflow emails that include the potential to present multiple records (like PTE Timesheet information), we need the ability to create custom sorting rules in the Document Line Fields section. Specifically in the PTE Timesheet email, the data includes multiple time records for different da...

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0 Comments

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Category: Tools - Workflow (46)

STATUS DETAILS
Needs Votes
10

GP Workflow - email notifications to approvers

Please add email notifications to include approvers, not just originators. This will be helpful for multiple approvers. They can be notified that an approval was completed by another approver, and avoid having them go back to the email to approve the workflow again. Thanks!

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0 Comments

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Category: Tools - Workflow (46)

STATUS DETAILS
Under Review
20

Workflow history not available on a JE Reversal

Our client had a situation where the auditors pulled a transaction to look at the workflow history and it was a JE Reversal and the icon the toolbar to view History is greyed out. If you look at the original JE you can view the history but not on the reversal. Would like the ability to see thi...

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2 Comments

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Category: Tools - Workflow (46)

STATUS DETAILS
Completed
14

Payables Transaction Approval Workflow - Add GL Lookup and Editing functionality for approver(s)

This request is very similar to one that already exists for adding the GL Accounts to the approval e-mail, however instead of just notifying the approver of the GL coding via the e-mail, it would be nice if the approver could make changes to the GL coding. If the GL account was added to the ap...

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0 Comments

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Category: Tools - Workflow (46)

STATUS DETAILS
Needs Votes
10

Fix Workflow Approval Bug - Not showing previous step comment in Approval Email

I would like to formally request the fix of a bug in the Workflow Approval Email where it does not display the comment from the previous approver (previous workflow step), only the one before the previous one. As an example, we have a client that is set up with a Purchase Requisition Workflow ...

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0 Comments

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Category: Tools - Workflow (46)

STATUS DETAILS
Completed
8

Allow some changes to PO without recalling

Add the ability to make some changes to POs without the need to recall and approve it again. There are several ways this could be done - at the simplest format if the subtotal amount doesn't increase beyond a certain percent from the originally approved amount that is input by a GP setup windo...

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0 Comments

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Category: Tools - Workflow (46)

STATUS DETAILS
Needs Votes
17

Allow editing of font and size in custom workflow templates

When creating a custom workflow template for GP, there is no option to change the font or the size of the font. If you use document lines, the font appears to be Segoe UI, and the letter spacing is very small and difficult to read. It would be great if we have the option to select the font, and s...

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1 Comments

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Category: Tools - Workflow (46)

STATUS DETAILS
Declined