AccountRight

Purchase: Require authorisation/approval to record

JoanneZed
Cover User

4Posts

59Kudos

0Solutions

4 Posts
Cover User
Australia

Please add in the ability for a manager to authorise purchase orders electronically.  This would have to be added into the settings of the particular user.   The Authorisation would have to be able to be printed onto the purchase order.

 

"Purchase order - authorisation"

Current Status: Under consideration

Last Changed: February 2015

Thank you for your suggestion. Anyone who would like to be able to set it so that purchases have to be authorised, by users with a specific access level before being paid, please cast your vote here.

13 Comments
MYOB Moderator Matthew_W
2,173 Posts
MYOB Moderator
Matthew_W
MYOB Moderator

2173Posts

1837Kudos

180Solutions

Thank you for the feedback, something I would just like to be clear on with this, what exactly is the manager authorising in terms of the Purchase Order in AccountRight? The current system will allow any Purchases User ID to record a Purchase Order.
Partner ASWatCR
238 Posts
Partner
ASWatCR
Partner

238Posts

442Kudos

0Solutions

I assume Joanne is referring to the ability to authorise an order or invoice, i.e. user set ups determine who has authority to do this, and then once authorised it shows on the invoice as being "authorised".

 

I think this is a great feature. That way staff can do the invoice and it's a simple process to authorise and easily shows who has authorised it.

 

Is this what you meant?

Experienced Cover User DerekM
42 Posts
Experienced Cover User
DerekM
Experienced Cover User

42Posts

14Kudos

0Solutions

We have several people involved in this process.

1) Enters the invoice.

2) Authorises the invoice.

3) Organises it and pays it.

 

At the moment there is no easy way to do step 2.  I would like a process where invoices entered by certain users go to an "authorisation page", where those allowed to authorise can do so.

 

I would even like a "checked" stage before the authorisation for someone to double check what has been entered.

 

Lastly I would like people to only be able to authorise invoices that belong to certain jobs.

MYOB Moderator Liam_M
3,488 Posts
MYOB Moderator
Liam_M
MYOB Moderator

3488Posts

1326Kudos

529Solutions

Thank you for your suggestion. Anyone who would like to be able to set it so that purchases have to be authorised, by users with a specific access level before being paid, please cast your vote here.

Experienced Cover User DerekM
42 Posts
Experienced Cover User
DerekM
Experienced Cover User

42Posts

14Kudos

0Solutions

Similar, but I would like it to work with invoices, so that one person can enter an invoice but it goes no further until authorised.

pcg12
3 Posts
Cover User
pcg12
Cover User

3Posts

2Kudos

0Solutions

YES!!! there should be the option for any user to input a purchase order but not be able to print or email it until a supervisor or high level user authorises it. The same should be applied to invoices, where anyone can enter an invoice but they must be approved by a high level user (as set in user settings) before they can be paid.

Experienced Cover User GlenRed
24 Posts
Experienced Cover User
GlenRed
Experienced Cover User

24Posts

31Kudos

0Solutions

Hi

When enlarging a document in the in tray - would it be possible to add a button for authorisation.

Before paying our invoices, I need them to be authorised by certain staff members.

At the moment I print them out and get them to sign the copy. 

It would be great if they could log in and authorise them in the in tray, so when I go to the in tray I can create new bill for all those authorised. 

So there would need to be a tag or something to show which user authorised the invoice.

This way the invoice is stored and the authorisation to pay it.

Hope this makes sense.

Thank you

Glenda

Experienced Partner Clint
35 Posts
Experienced Partner
Clint
Experienced Partner

35Posts

14Kudos

0Solutions

For businesses where an admin staff member or bookkeeper prepares aba files to be approved or paid by a manager or owner, it would be very handy from a risk point of view if the approver could see a PDF with all of the applicable bills before authorising the payment. Would it be possible to have this where the In Tray is being used? Maybe an option in the Prepare Electronic Payments screen to generate a PDF at the same time?

Experienced Cover User Bravo
33 Posts
Experienced Cover User
Bravo
Experienced Cover User

33Posts

13Kudos

0Solutions

I can enter expenses into purchases for about 50 items at 1 time (whether from in tray or I enter myself). An option to say approve all for payment would save so much time! Please Smiley Happy Please Smiley Happy
Suzi-L
4 Posts
Cover User
Suzi-L
Cover User

4Posts

7Kudos

0Solutions

It would be really helpful to add online invoice aproval to MYOB.  I know that there are add on products but these all require invoices to be sent to a third party .  With these service providers, there are isssues with the time taken to get purchases info into MYOB and I do not want yet another software product to teach staff how to use.