What's New
What's New
Pulling Bills and Purchase Orders from the connected QuickBooks Online Organisation is generally available
ApprovalMax supports the ability to pull documents that were created in QuickBooks Online without going through the respective approval process in ApprovalMax – such pulled documents, which weren't properly processed via the approval workflows would be marked respectively.
This feature is now available for Bills and Purchase Orders and can be configured in the respective approval workflow settings.
Please note: since the status of such documents is not clearly determined (there is no difference between the statuses Draft, On Approval and Approved), pulled documents won't be available for approval but can be used in Reporting, Bill-to-PO Matching and other ApprovalMax functionalities.
Workflow version control is now in private beta
Every workflow version has the following data:
Version #
Creation date and time
Author
Author's comment
Clicking on the Clock icon in the workflow's top bar shows the list of workflow archive versions:
The functionality is planned to be introduced as the part of Advanced and Premium plans.
If you are interested in enabling this beta feature for your ApprovalMax Organisation, please contact us.
What's Improved
What's Improved
The default Xero Purchase Order navigation section (filters) is extended with "Not Billed" – it returns approved Xero Purchase Orders which are not marked as Billed:
The status of a request is now displayed on the Restart pop-up:
The list of supported attachment types for QuickBooks Online is extended with .ai, .docx, .eps, .jpg, .ods, .rtf, .txt, .xls.
Support of the NetSuite Custom field order
Custom fields on the Bill & Purchase Order View forms are rendered after the standard fields
The custom fields order is defined by the order property
The order property can be changed on the Custom Fields setup page
Custom segments are shown first, then Transaction Body or Transaction Lines custom fields
What's Fixed
What's Fixed
The remaining amount of matched Purchase Order is now properly updated in ApprovalMax if any change is made to the Purchase Order in Xero.
Several fixes for the NetSuite integration have been released:
The Amount field is properly updated upon line cloning
Price Checker is displayed in View and Edit forms
Attachments are properly synced to NetSuite
The NetSuite request Reference field is properly filled in reports
Custom Fields are displayed only when their visibility is enabled
Several minor issues have been fixed, the overall performance and stability was improved.