What's New
What's New
The Editing on Approval functionality is generally available for Xero-connected Organisations under the Advanced and Premium plans, for Partner Organisations and in trials
Approvers can now edit requests before approving them, making the approval process smoother and more efficient.
This functionality is supported for Xero Purchase Orders/Bills/Sales Invoices/Quotes.
The Request Version History feature is generally available for Xero- and QuickBooks Online connected Organisations under the Advanced and Premium plans, for Partner Organisations and in trials
The versioning of request details records a comprehensive history of your requests, which you can view to better understand the evolution of each one.
Public API explorer and documentation are available on the Developer Portal
The ApprovalMax Public API allows you to access and manage data from ApprovalMax programmatically using OAuth2.0 authentication.
ApprovalMax Pay is available in public beta to businesses, accountants and bookkeepers in the UK using Xero
ApprovalMax Pay is a new add-on that enables users to manage payments securely in one place. It uses the open banking technology to pay approved Bills directly from ApprovalMax.
With built-in approvals and audit trails, ApprovalMax Pay reduces the risk of fraud and costly mistakes while ensuring full visibility and tight control.
First, create a Batch Payment for Bills whose due dates are within a close range
You can review, sort and approve Batch Payments with just a few clicks. Once a request has been submitted for approval, it will run through the predefined approval workflow, and the respective Approvers get notified.
When all approvals have been collected, the Batch Payment is ready for payment by authorised Payers: log in to your banking app with ApprovalMax Pay and confirm the payment.
The Payment will be created in Xero and automatically reconciled once a bank feed is imported into Xero.
The On Hold status for requests is available for all integrations in private beta
The On Hold status allows you to pause a request without cancelling it. This is useful when:
You need to gather more information
You want to postpone a request until a later date
Such requests won't be up for approval/rejection unless the respective person revises the On Hold status and returns the request to On Approval.
Currently, ApprovalMax supports the On Hold functionality in beta.
If you want to enable this beta feature for your ApprovalMax Organisation, please contact us.
After its release, the On Hold functionality will be part of our Advanced and Premium plans.
QuickBooks Online Sales Invoice creation in ApprovalMax is available in private beta
ApprovalMax now supports the creation of QuickBooks Online Sales Invoices in ApprovalMax.
Set up an approval workflow, create a Sales Invoice in ApprovalMax and send it automatically to a customer upon the final approval.
Support of Xero Manual Journal request reports and Line Item reports
ApprovalMax now supports request reports and Line Item reports for Xero Manual Journals:
What's Improved
What's Improved
ApprovalMax now sends a notification to Organisation Administrators when Contact payment details were edited.
What's Fixed
What's Fixed
Several minor issues have been fixed, and the overall performance and stability have improved.