Default approverWhen new Account / Item / Tracking category is added, chances are that approvers have not been defined for them. To avoid any request slipping in without approval, Default approver can be defined for each step.
It works following way: when according to rules nobody should be approving particular request, default approver steps in and is added as approver.
Note: Default approver option appears when there is nobody with "always approvers" option. Otherwise default approver is not required.
Manage approvers for running requestsIt sometimes happens, that approvers for particular request should be changed: say Jeff is on vacation and Maria's opinion is required as well. This is now possible for administrators to add and remove approvers for running requests.
Approvers now can also add other approvers, but can't delete approvers added by workflow rules or by Administrator.
When you click on approver, it is shown why is he approving:
- Added according to approval workflow
- Added as default approver
- Added by another person
Feature will be available on mobile in a couple of weeks.
Decision without Xero connectionSometime Xero connection can be lost due to different reasons. Say, Xero is on maintenance or there is a temporary internet connection issue. When it happens now, approvers are not affected they can continue approving requests. ApprovalMax will memorize their decision and sync it to Xero when connection is back.
Credit Notes supportIt is now possible to setup approval workflow for:
- AR Credit Notes
- AP Credit Notes
- Fixed typos in "Approved in Xero" email
- "Account" added to "Approval required" emails