What's New
Adding a deadline to the Review step
During the workflow setup, you can specify a point in time by which the Review step should be finalised:
The NetSuite Bill Payment workflow is generally available
ApprovalMax enables multi-step approval workflows for NetSuite Bill Payments:
Bill Payments are created in NetSuite in the Pending Approval status
ApprovalMax pulls such Bill Payments, including all relevant details:
The multi-step approval workflow for Bill Payments as predefined in ApprovalMax is started
The respective managers get notified that their approval is required, and make their decision
When all approvals are in place, the Bill Payments status changes to Approved in NetSuite
If one of the Approvers rejects a request, the respective Bill Payment is pushed to NetSuite with the status Rejected
ApprovalMax Capture is available in beta for QuickBooks Online connected Organisations
Automatic upload of invoices directly into ApprovalMax - no switching between applications when creating Bills:
Set up a dedicated email address for receiving files in ApprovalMax and use it for submitting Bills to ApprovalMax Capture via email
Automated data recognition: advanced technology extracts key data from the uploaded invoices and populates Bill fields such as Vendor, Amount and Line Items
Less manual data entry: efficient automation enables time savings and minimises the risk of errors
You can find more information about ApprovalMax Capture here.
This beta feature for QuickBooks Online connected Organisations is available to all customers on request. If you'd like to enable it for your ApprovalMax Organisation, please contact us.
ApprovalMax Capture is available in public beta for purchase to QuickBooks Online customers
Currently, only Stripe-billed subscriptions are supported.
However, we are working on adding other billing channels and will roll them out shortly.
If you'd like to enable this add-on for your ApprovalMax Organisation, please contact us.
The number of payments for a package is allocated on a monthly basis, regardless of your subscription's billing cycle.
Add-on billing cycles align with the parent subscription's cycle if the parent subscription is monthly.
Add-ons purchased for annual subscriptions will renew one month after the purchase date.
Unused payments from the previous month are not carried over. Exceeding your monthly allowance will result in additional charges at the start of the next billing cycle.
Downgrading or cancelling an add-on is not possible within the same purchase or upgrade period, but you can make changes in subsequent billing periods.
Bulk actions for QuickBooks Online requests
ApprovalMax supports bulk actions for Line Items on QuickBooks Online Edit forms for Purchase Orders, Bills, Expenses.
The following actions are available on the Edit form for the selected items:
Clone: duplicate selected line items to create similar entries fast
Remove: delete multiple lines in one go for an efficient clean-up and streamlined document organisation
Edit: apply the same values to selected lines in drop-down fields to simplify complex edits and ensure consistency across your documents
With ApprovalMax bulk actions you can:
Eliminate repetitive manual editing: save valuable time and focus on other tasks
Improve accuracy and consistency: reduce errors and maintain data integrity
Streamline your workflow: manage your QuickBooks Online documents effortlessly and get more done
Aging Sales Invoice report for all Xero Organisations
This reports helps Xero-connected Organisations with tracking the age of their outstanding Sales Invoices. It shows overdue payments at a glance and enables them to proactively manage the cash flow:
Bill removal from a Xero Batch Payment/Airwallex Batch Payment is available in beta
The Editing on Approval functionality is available in beta for Xero Batch Payment and Airwallex Batch Payment workflows. It allows Approvers during the approval process to remove lines (Bills) from such documents without having to reject them:
If you'd like to enable this beta feature for your ApprovalMax Organisation, please contact us.
What's Improved
QuickBooks Online Journal Entries in Reporting
ApprovalMax now supports QuickBooks Online Journal Entries in reports for requests and Line Items:
Sending the reason for a rejection to NetSuite
ApprovalMax now updates NetSuite transactions with the reason why they were rejected in ApprovalMax:
This functionality is supported for NetSuite Vendor Bills, Purchase Orders, Expense Reports, Vendor Return Authorisations, Sales Orders.
The Review step for QuickBooks Online Sales Invoices is available in Beta
ApprovalMax supports the Review step for the QuickBooks Online Sales Invoice workflow in beta:
If you want to enable this beta feature for your ApprovalMax Organisation, please contact us.
What's Fixed
Several minor issues have been fixed, and the overall performance and stability have improved.