What's New
Approval Agent now available with Advanced and Premium subscriptions
Approval Agent is now available to all Xero and QuickBooks Online Organisations on an Advanced or Premium subscription plan. Approval Agent helps Approvers review Bills by comparing them with previously approved Bills from the same supplier, highlighting unusual billing patterns and providing insights to support the approval decision.
What's Improved
Editing matrix now opens in a full-screen view
Administrators and Workflow Managers now have more flexibility when setting up editing permissions for Approvers. The editing matrix opens in full screen from the new Editing matrix button above the approval matrix, or by hovering over an Approver and clicking the button that appears under their name.
What's Fixed
In general
Expired Xero and QuickBooks Online connection attempts now show a clear message prompting you to restart the connection.
You can now apply a Document Split Capture data entry rule with a Fixed Amount of 0.
For Xero
Editing a Bill that changes its Purchase Order matching now saves updates correctly when the Bill is automatically approved after resubmission.
Cancelling a scheduled Xero Batch Payment now sends only one cancellation notification email.
For QuickBooks Online
The Customer dropdown on Sales Invoice requests now displays only the customers allowed by the workflow matrix rules for a particular Requester.
For NetSuite
Changing the date or currency on a NetSuite Expense Report now keeps the amount you entered in each line's own currency and recalculates the converted amount using the new exchange rate.