Attachments previewIt is now possible to open attachments without downloading them to your local drive.
Matching Bills to Purchase OrdersWhen new Bill comes in, ApprovalMax checks if there is a related PO ("Reference" of Bill should match "PO number"). If there is a match, PO balance is calculated that shows the total amount of all Bills that are linked to a particular PO.
This way approver has more information to make a right decision.
Note: Purchase Orders approval workflow should be setup in ApprovalMax and particular Purchase Orders should be synced to ApprovalMax for these feature to work properly.
Note 2: information about matching POs will be added to "Decision required" email notifications later this week.
Faster reassignWe've added "Reassign" button that allows to quickly assign a Bill or Purchase Order to another person with minimum clicks.
Note: "Reassign" button will also be added to the mobile app in about 2-3 weeks.