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Workflow

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Job Set Up-Internal Stakeholders Customizable Roles

It would be nice if you could customize or modify the roles under "Internal Stakeholders" when initially setting up a job. Current options are "Sales Contact", "Bid Contact", and "PM Contact". For some companies, this would all be the same person,...
Molly Toledo 10 months ago in Contracts and Procurement Workflow / Projects (Active and Inactive) 7 Future consideration

Invoice Approval - Being Able to Add Comments When Approving via Email

When you approve through the mobile app or the desktop browser you see an approved and a reject button. When clicking on those, a window displays a comment field to type into. It would be helpful if you approved through the email notification that...
Adam Clark 4 months ago in Contracts and Procurement Workflow / New Email Features & Email Browsing / Notifications 0 Future consideration

Option to turn off workflow emails

Some administrators are getting more emails than they would like from the workflows. It would be nice to have a way to turn off the automatic emails.
Guest 2 months ago in Contracts and Procurement Workflow / New Email Features & Email Browsing 0 Future consideration

Allow for bills being imported (from SIC) to be automatically approved

We frequently import bills (from SIC) to multiple projects at a time in order to upload payroll costs, credit card charges, etc to projects in SCM. In doing so, these bills default to a status of "pending". In reality, these bills have already gon...
Carl Lyles 7 months ago in Accounting Link for Sage Intacct / Contracts and Procurement Workflow 1 Future consideration

Workflow Flexibility for Minor Changes

Currently, if you have sent an item through a workflow, you cannot make any minor changes to that invoice (e.g., correct spelling error in subject, change payment terms, etc.). It would be helpful to allow for these minor changes without having to...
Adam Clark 4 months ago in Contracts and Procurement Workflow 0 Future consideration

Should be able to open Expenses or Bills in new Tab

You Should be able to open Expenses or Bills, Timecards etc in new tab. Can make changes and then go back to your list and make more changes
Guest 3 months ago in Workflow 5 Already exists

Workflow - Make approval history reportable

Currently the only way to see a list / log of who approved what transactions is to go the transaction itself and scroll down to the workflow section. This needs to be available to include in log reports so a user can print an audit log of who appr...
Jack Speshock 11 months ago in Workflow 0 Future consideration

Workflow Stock Report

Can a workflow stock report be created? I created a custom report pulling in the two workflow data views but the WorkflowTransactionIfApprovers table only brings in the participants that have already approved, can the participants who are yet to a...
Michelle Moffatt 4 months ago in Contracts and Procurement Workflow / Log Style Reports 0 Future consideration

Deactivate Company Rather Than Make Inactive

Currently when you make a company "Inactive" and there had been a previous subcontract or purchase order, that subcontract or PO record is no longer visible in the procurement views. There should be an option to deactivate and allow the record to ...
Dawn Parents over 1 year ago in Companies / Contracts and Procurement Workflow / Purchase Orders / Subcontracts 1 Future consideration

Add an action of SEND TO ERP

There are MANY times when the "workflow" has been approved, but then we send a subcontract, PO, Bill, Invoice, etc. for eSignature and we get a request for revisions or corrections. If the workflow was already approved, the item automatically send...
Saraya Kingsley about 1 month ago in Contracts and Procurement Workflow / eSign (including DocuSign) 0 Future consideration