What's New
The Review step is generally available for Xero-connected Organisations under the Advanced and Premium plans and in trials
The Review step in ApprovalMax is a new and independent step that enhances the accuracy and efficiency of your approval workflows. You'll find more information here.
It 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.
The Review step is available for Xero-connected Organisations in trials and under the Advanced and Premium plans. Please note that this feature is not available for Credit Note, Xero Batch Payment and Airwallex Batch Payment workflows. You can find out how to set up the Review step here.
Key features of the Review step are:
Configurable assignment rules: define specific 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:
On demand 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:
Editing on Approval (beta) for Approvers in Xero-connected Organisations
The Editing on Approval functionality is part of the ApprovalMax workflows for Purchase Orders and Bills in Xero-connected Organisations. It allows Approvers with editing privileges to modify requests during the approval process without having to reject them.
You can find more information about Editing on Approval here. If you'd like to enable this beta feature for your ApprovalMax Organisation, please contact us.
What's Improved
Enhanced limits for QuickBooks Online attachments
During the creation of QuickBooks Online requests in ApprovalMax, you can attach files. However, some technical limitations do apply:
File extensions: '.pdf', '.jpeg', '.jpg', '.png', '.doc', '.docx', '.xlsx', '.xls', '.csv', '.tiff', '.gif', '.xml', '.eps', '.ai', '.ods', '.rtf', '.txt'
Max. file size: 25 MB
Max. number of files: 50 (including audit reports)
The creation date is added to the name of exported reports
When a user downloads a CSV report from ApprovalMax, the file name will include a timestamp of its creation. For example, a report titled "Bills Pending Approval" downloaded today would be named "YYYY-MM-DD Bills pending approval.csv." This ensures clarity and easy identification of reports based on their download date.
What's Fixed
Several minor issues have been fixed, and the overall performance and stability have improved.