NEW
Advanced plans of ApprovalMax for Xero and ApprovalMax for QuickBooks Online are now available to be purchased, upgraded to or trialled on Standard subscriptions 🎉
Our new product plan includes the most advanced features that are a great addition to the Accounts Payable Automation workflows, which are available in the Standard plans.
The following features were released with the new Advanced plan, and are also available on Premium plans.
Auto-Approval step
This new workflow setting allows to set approval rules similar to those in approval steps, but determines the criteria for requests to be approved automatically.
More details can be found in the knowledge base articles: for Xero / for QuickBooks Online / for Stand-alone workflows (Premium plans)
Xero Budget Checking (v2)
This feature allows to add budgets in ApprovalMax and shown to Approvers, either by syncing them from the connected Xero Organisation, or manually uploading them. Other than reports, which allow to retrospectively compare budgets vs actuals, Budget Checking allows to do this during the approval process. The budget check period might be changed from the default monthly setting to YTD or one of the several other advanced options.
More details can be found in the knowledge base section about Budget Checking.
Creation and approval workflow for Xero Contacts
A brand new workflow that allows to create Contacts and have them approved before they are created in the connected Xero Organisation.
More details can be found in the Knowledge Base section about the approval of Xero Contacts.
Creation and approval workflow for QuickBooks Online Vendors
A brand new workflow that allows to create Vendors (Suppliers) and have them approved before they are created in the connected QuickBooks Online Organisation.
More details can be found in the Knowledge Base section about the approval of QuickBooks Online Vendors.