NEW
Advanced Xero Bill-to-PO Matching is now generally available 🎉
Our new Matching feature supports a many-to-many matching pattern, amount allocation (this field is equipped with in-cell math operations and a separate button to insert the remaining unallocated Bill amounts), auto-marking Purchase Orders as Billed upon the final approval of all matched Bills (if the remaining balance requirements are met), gross or net amounts setting, and other enhancements.
Administrators are able to overwrite the matching data after the final Bill approvals.
This functionality is available as part of the Advanced and Premium plan subscriptions, and during trials.
If you were using the old Xero Bill-to-PO Matching, old data can be migrated to the new format, here is the detailed description of how it works.
Learn more about the Advanced Xero Bill-to-PO Matching in the Knowledge Base section.
The creation and approval workflow for QuickBooks Online Expenses is now generally available 🎉
An Expense is a document type in QuickBooks Online which represents a purchase that has already been paid via a selected Payment Method and the payment has been allocated against the respective Payment Account (Category of specific types) at the moment of entering the transaction. In contrast, Bills are entered as Awaiting Payment.
Learn more about QuickBooks Online Expenses in the Knowledge Base section.
IMPROVED
The OOO functionality (Delegates) has been extended with date ranges
A new functionality allows to set start and end dates in advance, which improves planning a delegation period. It is currently available in beta, please contact [email protected] to activate this functionality before it gets generally available.
The Copy Workflow functionality now supports simultaneous copying to multiple workflows
The Description field in ApprovalMax Stand-alone requests now supports markups
Attachments in the "Email to the Supplier" section in Xero Purchase Orders are now pushed to Xero as well as the attachments to the request itself.
FIXED
Fixed an issue which caused Xero Accounts without Account Codes being pushed to the connected Dext account.
A number of minor issues were fixed, the overall performance and stability were improved.