What's New
What's New
One-click Bill-to-PO Matching for Xero available in beta
We’ve introduced one-click Bill-to-PO matching for Xero-connected Organisations. When a single best-fit Purchase Order is found, ApprovalMax now suggests it automatically, allowing you to match the full Bill amount with just one click. If you would like to enable this feature, please contact us.
Email Card for ApprovalMax Capture inbox requests available in beta
A new Email Card feature is available in beta for Organisations using Capture via Email. For requests submitted via email for OCR processing, a Mail icon is now displayed:
This opens an Email Card showing the original email content side by side with the request in ApprovalMax, giving all workflow participants full context when reviewing requests submitted via ApprovalMax Capture:
If you would like to enable this feature, please contact us.
Workflow setting for creating NetSuite transactions after request submission
Administrators and Organisation Owners can now choose when ApprovalMax will create a NetSuite transaction for Purchase Orders, Vendor Bills, Expense Reports, Bill Payments, Invoices and Journal Entries. Supported workflows can be configured to create the request in NetSuite immediately after submission for approval, or only once final approval is completed:
What's Improved
What's Improved
Expanded Line Item reporting for NetSuite
Line Item reports are now available for all request types, and accrual reports can now be generated and imported as NetSuite Journal Entries:
Enhanced capture detection for NetSuite Vendor Bills
ApprovalMax Capture now supports header and line-level detection for key NetSuite fields such as Location, Class, Department and Customer. Line Item extraction has also been refined to deliver greater accuracy when processing Vendor Bills:
Approved Xero Bill totals are updated with "Amount due" line
If an approved Bill has been partially paid in Xero, or if the Amount Due differs from the Total in ApprovalMax, the actual amount due is now shown as an additional line under the total:
What's Fixed
What's Fixed
In general
When invoices are uploaded via ApprovalMax Capture and some lines are skipped due to mismatches with the invoice total (e.g. discount lines or extraction errors), an adjustment line is now added to ensure the invoice total remains accurate
Xero
ApprovalMax Wallets now support the correct handling of currencies that don’t use minor units
A Schedule Payment button no longer appears during Batch Payments for bank accounts that don’t support scheduled payments