What's New
Xero Batch Payments are now available in public beta for all ApprovalMax for Xero Premium subscribers
Instead of paying Bills one by one, you can prepare a Bulk Payment request for Approved (Awaiting Payment) Xero Bills. Once such a request received final approval, the respective Batch Payment file is created in the connected Xero Organisation against the selected bank account.
Learn more about the functionality in the respective Knowledge Base section.
A Duplicated Bill warning is now generally available for Xero and QuickBooks Online
ApprovalMax now supports the detection of potential Bill duplicates and displays a respective message to make Approvers aware. They can take this into account when making their decision, which reduces the risk of entering duplicated transactions or even making duplicated payments.
Bills of following statuses are considered during the duplicate check:
Awaiting Approval
Approved
Paid
The following parameters are considered to trigger the warning:
Supplier / Vendor
Date
Amount (exact match of Net Total and Currency)
Learn more about the functionality in the respective knowledge base articles: for Xero Bills, for QuickBooks Online Bills.
Pulling Expenses from the connected QuickBooks Online Organisation is available in private beta
ApprovalMax supports the ability to pull documents that were created in QuickBooks Online without going through the respective approval process in ApprovalMax.
This feature is available now for Bills, Purchase Orders and Expenses and can be configured in the respective approval workflows settings.
Please note: As the status of such documents is not clearly determined (there is no difference between the Draft, On Approval and Approved statuses), pulled documents won't be available for approval but they can be used in reporting and other ApprovalMax functionalities.
If you're interested in enabling this beta feature for your ApprovalMax Organisation, please contact us.
What's Fixed
The bug that prevented the ApprovalMax URL link being pushed to Xero for Bills originating from Dext was fixed.
A number of minor issues were fixed, the overall performance and stability improved.