What's New
The creation of Purchase Orders and Bills directly in ApprovalMax is generally available for the NetSuite integration
You can now create NetSuite Bills and Purchase Orders directly in ApprovalMax and push them to NetSuite after the final approval.
You'll find more about setting up Requester rules for Bills and Purchase Orders in the articles:
Pulling Expenses from a connected QuickBooks Online Organisation is available in public beta
ApprovalMax can pull over documents that were created in QuickBooks Online and didn't go through the respective approval process in ApprovalMax.
This feature is now available for Bills/Purchase Orders/Expenses and can be configured in the approval workflow settings.
Please note: As the status of such documents is not clearly determined (there is no distinction between the statuses Draft, On Approval and Approved), pulled documents won't be available for approval but can be used in reporting and other ApprovalMax functionalities.
If you are interested in enabling this beta feature for your ApprovalMax Organisation, please contact us.
ApprovalMax now supports NetSuite custom fields
NetSuite is a highly customisable system. To extend the standard transactional data model with specific attributes, ApprovalMax supports these NetSuite custom fields:
Transactional Body fields - custom fields on header level
Transactional Column fields - custom columns on line level
Custom Segments - custom fields on header or line level, which are exposed in reporting
The Organisation Administrator can customise fields (the List/Record field type in NetSuite) in the main menu under Workflows and settings, in the Fields section:
Custom fields are available in the Preview form only (currently, no Edit form or routing is supported).
What's Improved
The Purchase Order reference is expanded to 18 characters and displayed in the Matching pop-up for Xero Advanced Matching
What's Fixed
Several minor issues have been fixed, the overall performance and stability have improved