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Status Planned
Created by Claire Shadbolt
Created on Mar 13, 2023

Repolling

Please can you add a facility to repoll documents for authorisation (Non order invoices and purchase orders) by user rather than having to do it for each individual document.

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  • Sarah Egginton
    Reply
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    Nov 8, 2023

    This would be useful to us when staff members go on holiday and have not approved all the docs before leaving. And vice versa when they return

  • Admin
    Graham Fain
    Reply
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    Apr 5, 2023

    We are looking into giving users the ability to adjust the reminder frequency - we will update you in due course.

  • Claire Shadbolt
    Reply
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    Mar 30, 2023

    Hi Graham, we repoll to give a nudge to those that have a few invoices (non order) to authorise. I understand repolling sends a reminder and link for the approver to authorise. The non order invoices are repolled periodically but would be efficient if we could repoll by user rather than document. I would suggest there could be anything from 1-10 approximately per person to be repolled at any one time.

    2 replies
  • Admin
    Graham Fain
    Reply
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    Mar 30, 2023

    Thanks for your suggestion Claire :)

    Could you please give us some further background/scenarios when this would be needed and how many documents would typically need to repoll at any given time?

    Much appreciated