NEW
Airwallex Batch Payment is available for all Xero UK Organisations on the Premium plan (Subscription) / on Trial (Public Beta).
Airwallex is a global payment and financial platform for modern businesses.
ApprovalMax now supports a powerful integration with Airwallex for Xero connected Organisations (UK only) under the Premium plan/Trial that enables users to prepare and approve payments for execution (including batch and multi-currency payments) without leaving ApprovalMax.
Learn more about the functionality in the respective knowledge base section. If you have any questions, please contact our support team.
Downloading of archive with attachments of all requests within the reports is generally available for all Organisations.
ApprovalMax supports downloading the attachment archive for all requests with a single click.
It can be done straightforwardly from the report by selecting In the drop-down menu, select "Download the attachment archive for all requests".
Please notice, that the download won't start right away, but a link to download an archive will be sent to your email.
Support of delivery confirmation/goods receipt notes (GRN) in ApprovalMax for Xero connected Organisations (private Beta).
ApprovalMax supports several ways how to handle delivery confirmation – the smartest and the easiest one is to set the Goods Received Note status in the approved PO.
The feature can be enabled by the Organisation Admin in PO workflow settings.
Then PO Requester/Approver or Administrator can set whether goods in the PO are not received (default state for approved POs), partially or fully received. A comment and attachments can be added with the change of the status and such will be reflected in both PO GRN section on the request preview and in the Audit trail.
Learn more about the functionality in the respective knowledge base article.
If you are interested in enabling this Beta feature, please contact our support team.
Support of additional setting in NetSuite Bill and PO workflows which allows hiding/enabling Expenses/Items table on creation/edit form.
Now ApprovalMax Administrators of NetSuite connected Organisations can decide whether they want to enable only Expenses or Items table or both of them in both PO/Bill creation forms.
Just open the respective workflow settings (under the gear icon) set the required option and save the settings.
Support of routing for various NetSuite custom fields.
ApprovalMax supports routing for various NetSuite Custom fields.
The Organisation Admin can set rules in Approval matrix based on the NetSuite Custom fields set in ApprovalMax.
Checkbox, Number and Reference field types are supported.
User manager role is available in Practice Staff.
ApprovalMax introduces a new role for Practice Staff - User Manager that can be delegated with management permissions. The user with User Manager role can manage users access to the Organisations and Practice Staff. However such role doesn't have an access to subscriptions or Organisation creation.
FIXED
Several minor issues have been fixed, the overall performance and stability is improved.