What's New
Request access to existing Wallets
All users can now see when their Organisation already has active ApprovalMax Pay Wallets, even if they don't have permission to access them. A new Wallets placeholder explains why access is unavailable and lets users send a Request access notification directly to Wallet Owners and Wallet Managers.
Tax extraction setting for ApprovalMax Capture
Organisation Owners and Administrators for Xero, QuickBooks Online, and NetSuite-connected Organisations can now control whether Approvalax Capture extracts tax from scanned documents. When tax tracking is disabled, Capture treats all document totals as net amounts and does not extract or apply tax.
Generate Line Item reports for Xero Expense Claims
Xero-connected Organisations can now generate Line Item reports for Expense Claims data. Analyse expense and mileage lines individually, filter by fields such as Employee, Expense type, Bank account, and Account, then export or schedule reports for more detailed expense reporting.
Audit reports for QuickBooks Online Batch Payments
When a QuickBooks Online Batch Payment request is fully approved, an Audit Report is automatically generated and attached to the request.
Click Open Audit Report to view it side-by-side with the Batch Payment. The report includes key request information, payment details, and the complete approval history with approvers and timestamps.
View payment failure reasons for Batch Payments
Batch Payments now provide clearer information when an individual Bill payment fails or is rejected. Hover over the payment status of a failed or rejected line item to see the reason, helping you identify the issue and retry the payment more quickly.
Custom Purchase Order numbering for QuickBooks Online in General Availability
All Organisations with custom transaction numbers enabled in QuickBooks Online can now use the Order number field on Purchase Orders in ApprovalMax. The Order number is displayed during creation, editing, and review, and is automatically transferred to QuickBooks Online.
What's Improved
View recent requests across more request types
The View recent requests feature is now available for additional request types across Xero, QuickBooks Online, and NetSuite-connected Organisations.
Click the View recent button in the request header to quickly view the 10 most recent requests for the same customer, supplier/vendor, employee, or payee. Only requests that you have permission to access are displayed.
Localised Wallet reports and confirmation receipts
Wallet reports and confirmation receipts now automatically reflect your personal language and date format preferences, as well as your Organisation's time zone. When you download a PDF or CSV, labels, dates and times are formatted using these settings