What's Improved
Checking for duplicates from the Bill creation/edit forms
To prevent Bill duplication during creation (and while a Bill is being edited), ApprovalMax employs a duplicate detection mechanism. When a Requester submits or resubmits a request for approval, the system checks for potential duplicates in the existing documents.
If a potential duplicate is identified, a warning message will appear before Bill submission, alerting the Requester to this. Requests are checked for the following parameters:
Supplier / Vendor
Date
Amount (Total Gross exact match, Currency exact match)
ApprovalMax displays additional Contact/Vendor information on the request creation/edit forms
Xero Contact data enrichment:
Account number
Billing address
Tax ID
Email
QuickBooks Online Vendor data enrichment:
Tax ID
Address
Email
What's Fixed
Several minor issues have been fixed, and the overall performance and stability have improved.