0

on
Category:
STATUS DETAILS

Comments

RE:

Matt Walker on 5/12/2021 3:39:38 AM

YES!!!! Currently it appears that there is no visibility on deduction reasons outside of the workbench. Having it on the voucher would be massively helpful.

Category:

RE:

Matt Walker on 5/12/2021 3:15:13 AM

Agreed, this would be a very helpful addition to the workbench!

Category:

RE:

Kristina Rios on 5/11/2021 6:33:36 PM

Such a fantastic idea! I get so many questions on how to design the excel file once they've created it. This would save a lot of training time to have it already default to the company standard. Then the more advanced users could design the excel file further to add those additional columns if needed.

Category:

RE:

Kristina Rios on 5/11/2021 6:29:56 PM

Yes I agree it should be an option to configure. I was thinking even if I could do it when customizing pages the profile that would be helpful. This way I could say "finance" roll defaults to g/l account but a "purchasing" role defaults to item.

Category:

RE:

Kristina Rios on 5/11/2021 6:16:04 PM

Yes, this would save so much time! We would like to use edit in excel to bring in 50+ purchase invoices and then send them to workflow but it is so time consuming to do it for each individual invoice. It would also speed up data entry to be able to do that in one final step afterwards.

Category:

RE:

Kristina Rios on 5/11/2021 6:10:01 PM

You can do this now. There are usually 2 events for "an approval request is approved". Remove the second one (you don't need to keep sending approval emails once you have the 1st approval) and then change the condition of Pending approvals = 0 to be always. This way as soon as anyone approves it, it will "always" remove record restriction.

Category:

RE:

Kristina Rios on 5/11/2021 6:02:42 PM

Yes! I do not understand why this is restricted. We are constantly changing who the admin is depending on who needs to look at the current workflow.

Category:

RE:

Kristina Rios on 5/11/2021 5:58:56 PM

Both of these ideas would be very helpful. Being able to build workflow around a department instead of purchaser would be fantastic!

Category:

RE:

Kristina Rios on 5/11/2021 5:21:04 PM

It is frustrating it is not there by default when the globals are on every other page.

Category:

RE:

Nisha Pasha on 5/11/2021 5:20:34 PM

Ed.. ah.. then it would be helpful if MSFT would allow each Customer to decide what we want to see first... My Views or System Views!

Category: