Settings and activity
3 results found
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6 votes
Hi everyone, thanks for taking the time to share your feedback on this idea. We can understand why having a two-stage approval process for online bill payments could be useful for businesses with internal approval policies or multiple people involved in authorising payments.
I've updated the status of this idea to Gaining Support so we can continue to track interest from the community.
As we gather feedback, it would also be helpful to understand how you'd like this to work in practice. For example, should approvals be based on payment value, specific users or roles, or support multiple approval levels? If you have particular approval workflows or controls that are important for your business, please share them below.
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Patricia Fernandez
supported this idea
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3 votes
⭐ Thanks for sharing this idea and explaining how being able to move through transactions from a contact record would improve your workflow.
We've reviewed your idea and moved it to Gaining Support, so it's now open for others in the community to vote on and add their comments.
If this would help others too, please add your vote and share any examples of when this navigation would save time or make reviewing contact activity easier.
We'll keep an eye on the feedback here and share an update if there's any progress to let you know about.
Patricia Fernandez
supported this idea
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28 votesPatricia Fernandez
supported this idea
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Our policy requires two approvers for every outgoing payment, regardless of amount, so we'd want an option to make dual approval mandatory on all bill payments. This is the main thing stopping us from using online bill payments.