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Workflow

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Add classifications to approval workflow conditions

It would be nice to be able to condition approval workflows by classification field values. We have two different sub departments in our construction department. Those two departments have different department heads that need to review Contracts/I...
Dario Tomic 12 months ago in Contracts and Procurement Workflow 3 Future consideration

Credit invoice into workflow

Currently if you add a return/credit to the system, the PM isn't alerted of this. It would be nice if there was an option in the workflow where these would go in and they could simply click acknowledged or something. As it wouldn't really need app...
Guest 12 months ago in Contracts and Procurement Workflow 2 Future consideration

Add Columns to Workflow Page

It would be nice to have the ability to sort by invoice due date on the workflow page. Currently, the invoice date and workflow due date are availble but the invoice payment due date is not.
adam rutledge about 1 year ago in Alerts and Calendars / Contracts and Procurement Workflow / UI User Interface Enhancements 0 Future consideration

Summary of Approvals (Bills)

It would be ideal if Project Managers could have a dashboard with a summary of all approval requires. Currently, a project manager needs to browse each job to see all pending bills and approve individually. A dashboard on the homepage listing all ...
Guest 7 months ago in Alerts and Calendars / Contracts and Procurement Workflow / Vendor Bills 0 Already exists

Access all Time Approval Access on employee Card

A employee may need access to all employee or new employees without manually adding each employee. Please see attachment.
Guest 7 months ago in HR, Time, and Expenses / Time & Expense Workflow / User Security Roles 0 Future consideration