New
Setting an approval deadline (based on the submission or based on the arrival) is generally available for all workflows
During the workflow setup, deadlines can be specified to notify Approvers about an upcoming deadline for approvals. This setting has been extended with an alternative option: as the basis for calculations, it is now possible to use the point in time when a request enters a particular approval step instead of its time of submission.
The two deadline types available are:
Based on submission: with this calculation method, ApprovalMax immediately calculates the date and time by which a request should be ready for the next step at the time of document creation. This means the deadline for all steps is set during the document's creation rather than when a step becomes active.
Based on approval: with this calculation method, ApprovalMax immediately calculates the date and time by which the first approval step should be finalised. The deadlines for the subsequent steps depend on the approval time of the previous step. The calculation of the approval deadline for each step, starting from the second step, begins when the previous step is approved.
By default, the approval deadline is not set.
The creation of Xero Quotes in ApprovalMax is generally available for Organisations under the Advanced and Premium plans
ApprovalMax supports the creation of Xero Quotes directly in ApprovalMax.
Set up a Quote approval workflow, create a Quote in ApprovalMax and send it automatically to a customer upon approval. Customers can accept or decline a Quote by following the link sent with the email.
Quotes accepted by a customer can be copied to a Sales Invoice directly in ApprovalMax.
Xero CIS Deduction (UK) is generally available
In the UK construction industry, contractors and subcontractors are bound by specific rules and regulations outlined in the Construction Industry Scheme (CIS).
This scheme governs various aspects of financial management, such as contractor invoices, subcontractor bills, CIS returns filing with HM Revenue and Customs (HMRC), and the generation of payment and deduction statements for subcontractors.
Xero offers a dedicated workflow designed to assist contractors, subcontractors and accountants in managing their CIS obligations effectively.
ApprovalMax integrates seamlessly with Xero's CIS workflow, providing an efficient approval process for CIS Invoices, Bills and Credit Notes.
User mention is available in private beta
ApprovalMax supports mentioning users in the request comments in the mobile and web applications.
Users from the same Organisation can be mentioned in the request by those who
have access to this request.
If you want to enable this beta feature for your ApprovalMax Organisation, please contact us.
Pushing notes about events/comments to the History and Notes section of selected documents types in connected accounting systems (Xero or QuickBooks Online) is available in private beta
When events and comments occur in ApprovalMax - including approvals, rejections or added comments - they are automatically forwarded and recorded within the corresponding Note/History section in Xero / QuickBooks Online.
You can set up your preferred settings in the corresponding workflow.
If you want to enable this beta feature for your ApprovalMax Organisation, please contact us.
Fixed
Several minor issues have been fixed, and the overall performance and stability have improved.