What's Improved
Clearer Payer status in Batch Payment workflows
The Pay step in the Xero and QuickBooks Online Batch Payment workflow now displays each Payer's Wallet and 2FA status. This allows Administrators and Workflow Managers to quickly see who is ready to send payments and who requires further setup.
Renamed mileage fields on Xero Expense Claims
The mileage Line Item columns in Xero out-of-pocket Expense Claim requests are now labelled Distance and Rate instead of Qty and Unit price. Updated everywhere mileage lines appear: the out-of-pocket Expense Claim form, request previews, Line Item reports, audit report PDFs, and email notifications.
Bill-to-PO matching settings check during Auto-Approval step
Bills that reach the Auto-Approval step for Xero, QuickBooks Online, and NetSuite are now checked against the workflow's Bill-to-PO matching settings. A Bill that doesn't meet the required matching conditions, such as not being matched to a Purchase Order, is automatically rejected.
Updated Batch Payment email notifications for QuickBooks Online
Email notifications for QuickBooks Online Batch Payments have been updated to show partially paid status and batch cancellations. Cancelling a scheduled Wallets Batch Payment now triggers an email to the Requester and Payer, so they know it was cancelled and can reschedule or pay it immediately.
What's Fixed
For Xero
Purchase Order Requesters can once again be added as Approvers to an active Bill approval step from the "Add PO Requesters as Approvers" pop-up.
For ApprovalMax Pay
Audit reports can again be generated for Batch Payments that are awaiting payment or have been paid.