Release 2025-10-15

The Organisations dashboard is available in beta

A new Organisations dashboard gives Account Owners and Administrators a single view of all their connected Organisations. It shows key details such as request activity, subscription status and connection state - with options to refresh data, customise visible columns and add new Organisations directly from the dashboard. If you would like to enable this feature, please contact us.

Scheduled Request Templates and recurring requests are available in beta
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With Scheduled Request Templates, you can now automate the creation of recurring requests. You can create templates either from an existing approved request or from scratch, set up a scheduler to generate new requests at set intervals automatically, and track execution attempts in the Scheduled Request Templates folder. This feature is currently only available for the Xero Purchase Order workflow. If you would like to enable this feature, please contact us.

The NetSuite Sales Order form is now in General Availability

You can now create, edit and copy NetSuite Sales Orders directly in ApprovalMax.

This fully functional form mirrors the structure of NetSuite's native Sales Order form, allowing Requesters to manage Sales Orders seamlessly without leaving ApprovalMax:

Automatic Line Item detection for Xero Bills via ApprovalMax Capture

ApprovalMax Capture now recognises supplier product codes on Xero Bills and learns how they correspond to your Xero items. Once you've approved a Bill for the first time, ApprovalMax remembers the mapping between each supplier product code and the selected Xero item. The Item field will be automatically prefilled in ApprovalMax on future uploads from the same Supplier:

A Created Date filter option and column are now available for all Xero and QuickBooks Online Line Item reports

You can now add a Created Date filter or column to all Xero and QuickBooks Online Line Item reports.
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Previously available only for Batch Payments in Xero, this option is now supported across all workflow types in both integrations.

In the Key Data section of report filters, select "Created date" and choose a range (e.g. today, this week or a custom range):

Or, in the Visible Columns step, tick "Created date" to include it in your report output:

Expanded SuiteTax details pop-up for NetSuite requests

The SuiteTax details pop-up is now available for all NetSuite request types except Journal Entries. This enhancement provides a detailed view of both line-level and document-level SuiteTax data, including correct tax and gross amounts, giving you full visibility of your NetSuite tax calculations directly in ApprovalMax:

Improved detection of custom fields for NetSuite Bills via ApprovalMax Capture
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ApprovalMax Capture now detects and fills NetSuite custom fields enabled in your Organisation’s Field settings. Header- and line-level custom fields are automatically recognised during upload, helping reduce manual data entry and ensuring your Bills reflect your Organisation’s specific NetSuite setup:
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Streamlined Wallet Owner verification flow

When a person is both a Director and the Wallet Owner and the email entered in the verification form matches their ApprovalMax login email, they can complete all Know Your Business (KYB) verification steps — including the selfie upload — directly within ApprovalMax. This allows all Wallet onboarding steps to be completed in one continuous flow.
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Manual tax amount editing for NetSuite requests

You can now manually edit tax amounts on NetSuite requests directly in ApprovalMax. This update makes it easier to handle complex tax scenarios by allowing line-level tax adjustments in ApprovalMax. Any changes you make are automatically synced with NetSuite, keeping your tax data accurate and aligned:

Default Requester permissions for creating new Contacts

In various Xero and QuickBooks Online workflows — including for Purchase Orders, Bills and Sales Invoices — the default setting in the Requester matrix now allows all Requesters in the workflow to create new Contacts, Vendors or customers:

Redesigned Xero Bill and Purchase Order forms

Xero Bill and Purchase Order request forms have been completely redesigned, delivering a cleaner look, smoother navigation, and a more intuitive experience for creating and managing requests:

In general

For Xero

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