What's New
New Review step for Xero-connected Organisations (beta)
ApprovalMax is introducing the Review step, a new and independent step that enhances the accuracy and efficiency of your approval workflows.
The Review step is positioned before the Auto-Approval step. As this makes it the first step of an approval workflow, it provides a dedicated stage for a thorough review and validation.
You can find out more about the Review step here. If you'd like to enable this beta feature for your ApprovalMax Organisation, please contact us.
Key features of the Review step are:
Configurable routing rules: define specific routing rules in the review matrix to assign one or more designated Reviewers to each request before it enters the approval process:
Comprehensive review process: Reviewers can make necessary adjustments and provide feedback before requests are submitted for approval:
Flexible returns to the Review step: Approvers can return requests to the Review step for further revision, which ensures that all requirements are met before the final approval:
What's Improved
Left panel with file upload now in split view on the edit form
On the edit form, we replaced the current full screen/side by side switcher with a file preview/no preview switcher and the ability to upload files via the left panel:
The exchange rate is visible on the request form and calculated based on the date of the request
What's Fixed
Several minor issues have been fixed, and the overall performance and stability have improved.