Year 2016
Release 2016-12-14
Purchase Orders can now be created using any currency supported by Xero. ApprovalMax users who are working with the currency beta feature enabled earlier are not required to perform any actions. For those without the beta feature, all currencies set ...
Release 2016-12-13
A highly anticipated reporting feature is now available for all Xero-connected Organisations. It has been designed to meet the daily needs of our users by offering them an aggregated view of the approval progress; filtered by Approver, supplier, due ...
Release 2016-12-01
1. New update for the iPhone and Android apps (version 4.0), including: Purchase Order creation for QuickBooks Online Enhancements and bug fixing (including the issue with approvals by an Auditor who is also the Approver) 2. A series of general ...
Release 2016-11-02
Due dates for Sales Invoices will now be displayed in the web app Fixed the issue of the theme and tax selection not working properly with Purchase Order creation in Safari Updated the approval workflow design in requests: it is now more obvious what ...
Release 2016-10-20
We have introduced new and enhanced security measures designed to help safeguard customers’ sensitive information and fight fraudsters: Strong password policy: from now on, passwords must have 8 or more characters (containing lower case, upper case, ...
Release 2016-10-12
Fixed the issue of a bug preventing users from uploading files with “[“ and “]” symbols in the name Fixed the issue of errors occurring in opened requests when users were removed in the Organisation's settings Fixed the validation error occurring ...
Release 2016-10-10
The following issues have been fixed: In some rare cases, Delegates were not taken into account during request publishing. In some rare cases, adding new people to a workflow has lead to data inconsistency.
Release 2016-10-05
Fixed the issue of Requesters not being notified about the rejection of their Purchase Order Fixed the issue of all decision dates in the audit report being identical for different Approvers Fixed the issue of missing push notifications about the ...
Release 2016-09-23
Beta version for the creation of Purchase Orders in QuickBooks Online It is now possible to connect ApprovalMax to QuickBooks Online and set up approval workflows for Purchase Orders that will be created in QuickBooks Online after having been ...
Release 2016-09-20
The "Approval required" email notification now contains a "This request has already been approved by" block to inform the current Approver accordingly. The "Tax inclusive" status will now be handled properly for Purchase Orders created in Xero. ...
Release 2016-09-16
Rejected Purchase Orders will not appear in the "My open requests" list any more The "Approval required" email notification will now be sent correctly after the resubmission of an approved Purchase Order
Release 2016-09-09
Requesters will now be sorted by their name when a page has been saved or reloaded There is now more space for the request name Mandatory fields will now be highlighted during the creation of new requests Better scrolling in the list of workflows In ...
Release 2016-08-30
New email notification about auto-approvals There are now email notifications about requests that get automatically approved due to a corresponding approval workflow setup. For example: you have a 1-step workflow with an Approver who approves only ...
Release 2016-08-10
Audit reports A long-awaited feature has finally been released! For each approved document (Bill, Purchase Order, etc.), an audit report (as a PDF file) will now be generated and attached in both ApprovalMax and Xero. Passing audits has just become ...
Release 2016-08-08
Preview for attachments It is now possible to open attachments in Preview without downloading them to your local drive. Matching Bills to Purchase Orders When a new Bill comes in, ApprovalMax will now check if there is a related Purchase Order (i.e. ...
Release 2016-07-31
Enhancements for all customers New "Auditor" role It is now possible to select the Auditor role for a person. Someone with the Auditor role can: See all requests in the Organisation Comment on all requests See all approval workflows Persons with the ...
Release 2016-07-28
Email fixes Fixed the Amount field for line items All delivery address details of Purchase Orders are now displayed
Release 2016-07-21
A number of minor fixes to emails were introduced Final approval emails are now clearly indicated as such Fixed the issue of the Currency being missed out for Taxes Fixed the issue with the large amounts view
Release 2016-07-16
Less pop-ups We decided to remove the pop-ups shown after a successful approval / rejection from the web interface, which were unnecessary and sometimes annoying. Pop-ups will still appear when something goes wrong, and when an approval decision has ...
Release 2016-06-29
Setting up rules based on an empty field value It is now possible to set rules based on a particular, empty field; for example, "John approves if Territory is Empty". Fixed the rare issue with routing after a resubmission In some rare cases, ...
Release 2016-06-25
Email fixes Empty tracking category fields will now be displayed properly Empty discount fields will now be displayed properly Discounts for Purchase Orders
Release 2016-06-07
Fixed the issue with line item descriptions for inventory items The correct description will now be shown even if it has been changed in Xero before the request was submitted for approval. Fixed the issue with the "Lock date + 1 day" feature Bills ...
Release 2016-06-06
Multiple mailboxes for better filtering in email clients Emails will now be sent from different mailboxes, so you can set a more granular filtering in your email client: notifications@approvalmax.com inform you about new approval requests and ...
Release 2016-06-03
Delegates It is now possible for Approvers to select a Delegate for themselves while on holiday. Also, the Organisation's Administrators can set Delegates for any user. Learn more about the Delegate feature in our blog post. Please note: the option ...
Release 2016-05-28
New reminder emails when a deadline has passed Previously, Approvers were only notified about deadlines within the next 24 hours. Now, they will also be notified if a deadline has passed.
Release 2016-05-27
New option for changing the Bill date to "Lock date + 1 day" automatically Once a lock date has been set, Bills and some other documents dated prior to this lock date cannot be approved in Xero. Normally, the accountant needs to change their date ...
Release 2016-05-16
Email notification enhancements Better wording for "Current step" / “Next step" Tracking categories are now being displayed properly Discounts for Sales Invoices are now being displayed properly Improved summary emails for Administrators, with more ...
Release 2016-04-27
Improved Xero connection stability We've made a number of changes to improve the Xero connection stability, so fewer reconnections will be required from now on. And we're planning more enhancements. Notifications fixes Fixed the issue of email and ...
Release 2016-04-23
Added a new option, which allows to set up the approval matrix based on either the Net (no taxes) or Total amount. By default, the Total amount will be used - as before. Improved application performance: it now works 2x to 3x time faster. We're also ...
Release 2016-04-19
Better handling of approval issues If for some reason a document can't be approved in Xero, a clear message will now be displayed in the request. Admininstrators and the Requester will be instantly notified about such issues by email. The ...
Release 2016-04-06
Fixed some issues with Purchase Order approvals Improved handling of the Lock date: it is now clearly indicated if there is a Lock date issue which means the request can't be approved in Xero. We'll be notifying the Organisation's Administrator about ...
Release 2016-04-05
Default Approver When a new tracking category, inventory item, or account code is added, chances are that this is not reflected in the approval matrix. To avoid an automatic approval of such not yet allocated requests, a Default Approver can be ...
Release 2016-03-28
Approval matrix performance improvements When setting up the approval matrix for Xero Bills, only the suppliers will be pulled from Xero, no customers Field values will only be downloaded if you start setting rules based on a particular field. This ...
Release 2016-03-24
Support for the approval of Xero Purchase Orders It is now possible to set up multi-step approval workflows for Purchase Orders created in Xero, pretty much as it is done for Xero Bills. We are also planning to enable the creation of Purchase Orders ...
Release 2016-03-21
Fixed the problem with adding alternative conditions (the button was not working) Updated design for the Organisation's settings page Summary emails will no longer be sent when the trial is over Summary emails will no longer be sent on weekends ...
Release 2016-03-19
Starting over the workflow for approval requests Having set up ApprovalMax, the approval matrix usually needs some fine-tuning. This works best when some Bills have already been pulled and passed the approval workflow. With the applied changes, it is ...
Release 2016-03-13
Improved handling of Xero API limits During the week, we've released a couple of enhancements to improve the handling of the "1 minute" and "Daily" Xero API limits. Now, when pulling Bills/Sales Invoices from Xero, you won't see the "Xero API limit ...
Release 2016-03-06
Approve by replying "Approved" Managers can now reply to the "Approval required" notification email by simply typing in the word "Approve" or "Approved", and the request will be approved. Warning about unsaved changes If you're trying to leave the ...
Release 2016-02-28
Enhanced invitations Inviting managers to join ApprovalMax is an important step and we want it to be flawless, which is why we've made some important changes: When you now click on "Save" after adding a new person to an Organisation or request type, ...
Release 2016-02-04
List with open requests for each Organisation It's now easy to see which requests are still pending an Approver's decision: there is an "Open requests" list for each Organisation. Improved synchronisation stabilityThe synchronisation with Xero was ...
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