Year 2017
Release 2017-12-13
It is now possible to set up approval rules for particular Requesters in stand-alone approval workflows Fixed the issue of QuickBooks Online reports not working in some cases Some visual fixes in the approval workflow setup
Release 2017-12-05
Reworked the "New request" button There is now an information message after approval workflow activation Improved in-workflow error messages for more clarity Better support for the Auditor role on the Users page Multiple other fixes and improvements
Release 2017-12-04
The handling of Invoices with rounded amounts has been improved: a special "Rounding" line item will now be added automatically by ApprovalMax to ensure that the Invoice amount always remains the same before and after approval The issue of the "Sync" ...
Release 2017-11-27
The feature for uploading Xero budgets has been improved and now supports: Different time formats Non-numeric account codes Non-standard characters in account names
Release 2017-11-22
Fixed the issue of the audit report not being generated on some rare occasions Fixed the issue of the time zone not being pulled from Xero in some cases Fixed the issue with the "Date" whose exchange rate is taken as the basis Exchange rate precision ...
Release 2017-11-15
Fixed the issue of duplicate notifications being sent to Approvers in some cases The option "Allow matching with retrospective Bills" is now the default setting for all new Organisations Fixed the issue of stand-alone workflows not being activated in ...
Release 2017-11-07
The "Settings" page has been split into two pages: Users page Organisation page This should make the setup process more intuitive and straightforward.
Release 2017-10-31
The issue that the "Except for" rule for suppliers could not be set in the Requester matrix has been fixed It is now possible to have a negative price for a line item when raising a Purchase Order
Release 2017-10-30
Fixed the delays occurring when picking up Invoices from Xero and sending email invitations Fixed the issue of a Purchase Order's resubmission for approval failing after changes have been made QuickBooks Online Classes and Locations are now properly ...
Release 2017-10-26
QuickBooks Online Classes and Locations are now available to everyone New fixes based on the Intuit requirements regarding the QuickBooks Online buttons design Fixed the issue of spaces trimming by Xero leading to a workflow restart Improvements to ...
Release 2017-10-19
Improved handling of Xero integration exceptions: users will now see less errors Improved .CSV import function for the Budgeting feature
Release 2017-10-18
It is now possible to select a currency when creating a stand-alone request.
Release 2017-10-16
The very first version of Budgeting is here! We are taking part in the Xero hackathon with it: https://devpost.com/software/approvalmax Budgeting is now available in beta version, so please let us know if you are interested in giving it a try.
Release 2017-10-13
QuickBooks Online Classes and Locations (beta) It is now possible to set classes and locations when raising Purchase Orders in ApprovalMax. Based on these classes and locations, restrictions for Requesters can be defined in the Requester matrix and ...
Release 2017-10-10
Fixed the issue of two rejections happening one after another, leading to a stuck request Fixed the issue of rejected Purchase Orders being marked as "Billed" Fixed the issue of requests that were auto-approved or forced by an Administrator getting ...
Release 2017-10-09
The message about upcoming maintenance is now displayed prominently at the top of the page There is now a splash screen during ongoing maintenance Fixed the issue of a vendor's address not being filled in when the vendor has been selected during the ...
Release 2017-10-04
Unsupported browsers are now clearly indicated Improved flow for inviting users from the "Approval workflows" page The "Add Organisation" button is now not shown anymore to invited users Fixed the issue occuring during the reconnection to QuickBooks ...
Release 2017-09-25
Fixed the issue of steps not being moved properly within the workflow Fixed the issues with value selection in the approval / Requester / Editor matrix
Release 2017-09-21
The "Open in Xero" button now also allows to open a document for editing: click on the drop-down field and select "Open for editing" Information about a Delegate is now shown in the top right-hand corner, next to the user's avatar/initials. This way, ...
Release 2017-09-18
Fixed the issue of the “Reset password” dialogue appearing in the sign-up wizard sometimes when it should not Fixed the fonts in the navigation Fixed the issue with the editability of an Organisation's time zone and currency while the Xero ...
Release 2017-09-15
New sign-up and log-in experience: a password-strength checker now shows which conditions are met and which are not Better user management: it is now possible to add users in bulk, and the overall user experience for user management has been enhanced ...
Release 2017-09-08
Fixed the issue of wrong wording in the "Review and coding" matrix ("Requester" instead of "Reviewer") Fixed the issue of buggy scrolling in the reassignment window
Release 2017-09-07
Fixed the issue of an error message being shown after a reassignment
Release 2017-09-05
Fixed the issue of a Delegate's removal triggering an error
Release 2017-09-01
Fixed the issue of Purchase Order PDFs getting lost Fixed the issue of the "Billed" status not syncing back from Xero in some cases Fixed the issue of the "Paid" and "Billed" status not properly working in reports Fixed the issue of information about ...
Release 2017-08-30
Matching: Bill to PO matching is now available to everyone! The "Mark PO as Billed" button is now available to Requesters The "Billed" status for Purchase Orders is now shown in reports Learn more about Bill to PO matching: YouTube video: ...
Release 2017-08-24
Fixed the issue of the "Accrual report for Xero" button not working
Release 2017-08-23
The QuickBooks Online Purchase Order number is now shown in the title of audit reports
Release 2017-08-22
Fixed the issue of the Bill to PO matching sometimes not working for users who don't have administrative rights We now ignore automatic "Out of office" replies sent by some email clients (like Microsoft Outlook) in response to emails from ...
Release 2017-08-21
The new column "Fraud risk" has been introduced in reports to indicate a potential risk of fraud because of the way a decision has been made; for example, when the decision was forced by the Administrator, or was made directly in Xero, or was made by ...
Release 2017-08-17
Fixed the issue of the synchronisation between Xero and ApprovalMax sometimes not working properly when there are large numbers of documents (100+) involved This fix does not address the issue of the initial document pulling from Xero to ApprovalMax ...
Release 2017-08-14
Support for retrospective Purchase Orders: A new setting in the Bill approval workflow now allows matching Bills with retrospective Purchase Orders (where the Purchase Order date is later than the Bill date) An additional "Is retrospective" field for ...
Release 2017-08-11
Fixed the synchronisation issues happening if a Xero Requester has not been specified in the workflow Fixed the issue of a "Deadline has passed" notification being sent even if the respective Organisation has been deleted
Release 2017-08-08
Fixed the issue of workflows not working properly when a newly added Requester was selected in the Requester field of the approval matrix without having saved the workflow first This has been fixed in a way that newly added Requesters are not ...
Release 2017-08-07
Fixed the issue of wrong tracking category values being shown in the approval and Requester matrixes when both tracking categories are used
Release 2017-08-04
Fixed the issue of newly added users being shown as "crossed out" in some cases Fixed the issue of some confusing colouring for input fields when picking Approvers/Requesters
Release 2017-08-02
Two new matching-related settings: The first one determines whether Bills can be approved if they have not been matched to a Purchase Order The second one determines whether Bills can be approved if the Bill amount exceeds the Purchase Order amount ...
Release 2017-07-28
Matching-related fields have been introduced to reporting: The PO balance, which equals the Purchase Order amount minus the total amount of all matched Bills - open and approved ones Matched Bills (for Purchase Orders) Matched Purchase Orders (for ...
Release 2017-07-26
Fixed the glitch of a rule modification not being saved properly. Now, a "within" rule can be changed to "over" or "under" without any problems. Fixed the glitch of reports not working properly for QuickBooks Online and stand-alone requests.
Release 2017-07-18
Matching enhancements Please note that the "Matching" feature is only available upon request. Please contact us on support@approvalmax.com and we'll turn it on for you. Historical events will now be added to the audit log once a Bill and Purchase ...
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