Preview for attachments
It is now possible to open attachments in Preview without downloading them to your local drive.
Matching Bills to Purchase Orders
When a new Bill comes in, ApprovalMax will now check if there is a related Purchase Order (i.e. the Bill "Reference" matches the "PO number"). If there is a match, ApprovalMax will calculate the Purchase Order balance, which contains the total amounts of all Bills that are linked to this particular Purchase Order.
This way, an Approver has more information at hand to make his approval decision.
Please note: the Purchase Order approval workflow should be set up in ApprovalMax, and the respective Purchase Orders should be synced to ApprovalMax for this feature to work properly.
Please also note: the information about matching Purchase Orders will be added to the "Decision required" email notifications later this week.
Faster reassignment
We've added a "Reassign" button to allow the quick reassignment of Bills or Purchase Orders to another person with very few clicks.
Please note: in about 2 to 3 weeks, you will also find the "Reassign" button in the mobile app.