Matching enhancements
Please note that the "Matching" feature is only available upon request. Please contact us on [email protected] and we'll turn it on for you.
Historical events will now be added to the audit log once a Bill and Purchase Order have been matched or unmatched
Purchase Orders/Bills that can't be matched will no longer be shown to the user to avoid confusion
It is no longer possible to change a matching for approved Bills
The Requester of a Purchase Order will now be named in the matching dialogue
Links will now be added to Purchase Orders and Bills in the matching dialogue
The matching information will now be shown in the audit report
Accrual report
The accrual report creation feature is now available to everyone. It allows to create import-ready .CSV files for Xero Manual Journal Entry. You can find it under the "three dots" menu in the report.
Other fixes
The "Safety catch" setting will now be applied properly after a request has been resubmitted for approval, and after Approvers have been changed manually
Fixed the issue of a removed "Xero Requester" reappearing when the workflow page was reloaded
The "Effective date" selection now works properly, whatever time zone the Administrator is in
Amount-based rules can now be set using the "Enter" button
Workflows can no longer be saved if some Approvers have been removed in the Organisation's setting unless they have been removed from the workflow as well
Taxes will now be properly displayed in the email notifications (e.g. 9.25% instead of just 9%)