Release 2025-10-01

Xero data entry rules for ApprovalMax Capture in General Availability

You can now create data entry rules for Bills and Invoices uploaded via ApprovalMax Capture in Xero-connected Organisations. Overwrite default settings and set rules per Supplier or customer for fields like Currency, Account, Tax and Region — or even split costs and apply conditional coding on line level.

Email Trail for ApprovalMax Capture inbox requests is in General Availability

The Email Trail feature is now available for all Organisations using ApprovalMax Capture via Email. The Email Trail displays the original email content side by side with the request in ApprovalMax, so workflow participants have full context when reviewing requests submitted through ApprovalMax Capture.

Close NetSuite Purchase Orders

For NetSuite-connected Organisations you can now close Purchase Orders directly in ApprovalMax. When a Purchase Order is closed in ApprovalMax, all open lines that haven’t been billed are updated in NetSuite as Closed, preventing further Bill-to-PO Matching.

SuiteTax Tax Details pop-up for NetSuite Vendor Bill requests

For NetSuite-connected Organisations with SuiteTax enabled, ApprovalMax now shows a detailed Tax pop-up across all Vendor Bill requests. You can view both line-level and document-level SuiteTax data, including correct tax and gross amounts, ensuring full visibility of your NetSuite tax calculations directly in ApprovalMax.

Better handling of Xero Sales Invoices with auto sales tax

For Xero-connected U.S. Organisations using auto sales tax, invoices must be approved directly in Xero due to API limitations. To avoid confusion or delays, ApprovalMax now highlights these invoices with a clear warning and disables approval actions, making it clear when approval needs to happen in Xero.

Improved Line Item detection for documents uploaded via ApprovalMax Capture

For Xero-connected Organisations, ApprovalMax now recognises Line Item amount types more accurately — tax inclusive, tax exclusive or no tax — when processing uploads via ApprovalMax Capture. This means taxes are interpreted correctly and totals match the source document, reducing manual fixes.
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In general

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