What's New
Interact with linked Xero requests directly in split view
Xero-connected Organisations can now fully interact with linked requests when viewing them in split view. When opening a matched Purchase Order from a Bill, or a Bill from a Purchase Order, the request card in the side panel now behaves the same as the full request page.
Depending on your permissions, you can approve or reject requests, add comments, update GRN status, and mark Purchase Orders as billed, all without leaving the split view.
An Open in new tab icon is also available, allowing you to quickly open the linked request in a separate tab for a full-page view.
Bill-to-PO Matching condition for QuickBooks Online Bill matrices is now in General Availability
All QuickBooks Online–connected Organisations on an Advanced or Premium plan can now use Bill-to-PO Matching as a condition in Bill approval matrices, giving you more control over approval rules based on a bill's matching status..
The Bill-to-PO Matching condition is available in Auto-Approval steps, Approval matrices, and Review matrices.
What's Improved
Clearer guidance for the ApprovalMax Pay Wallets KYB selfie verification step
The selfie verification step in ApprovalMax Pay Wallets onboarding now includes a visual example demonstrating how to take a selfie with the selected ID document, helping reduce submission errors and verification delays.
What's Fixed
In general
Resolved issues with OCR suggestions in the new Bill design to ensure fields such as vendor, tax code, and dimensions display the correct hints and suggestions.
For Xero
Bills pulled from Dext again process correctly when inclusive totals or line-level tax codes are used, preventing amount mismatch errors and request rejection.
For NetSuite
Bills pulled from NetSuite can again be edited and submitted even if they contain matched Purchase Order lines from a Purchase Order that has not yet been imported to ApprovalMax.