Year 2017
Release 2017-07-07
Fixed the issue of the review and coding privileges not being delegated properly. From now on, Delegates will have the same privileges for account and tracking category selection as the user on whose behalf they are approving. Fixed the "Start over" ...
Release 2017-06-27
Accrual report fixes: The date picker bug has been fixed The "1x" text will no longer be added when the quantity is 1 "Tax exempt" is set for all lines It is now possible to filter line items by Account, and other fields on line item level It is now ...
Release 2017-06-26
Fixed the issue of the "Sent to supplier" text not appearing properly in the approval confirmation email if a Purchase Order has been auto-approved.
Release 2017-06-25
Manual Bill to PO matching (beta version) We've released a capability to manually match Bills to Purchase Orders. This feature is not available for everyone yet and is only enabled for selected Organisations. Please let us know if you'd like us to ...
Release 2017-06-21
Bill accrual report This new feature allows generating an accrual file for non-approved Bills. The best thing is that this is a .CSV file, ready to be imported into the Xero Manual Journal Entry. This feature has been released as a beta version and ...
Release 2017-06-08
Our new workflow design is here! See our YouTube video that illustrates how it works — https://www.youtube.com/watch?v=kc83K-a9maY&list=PLxK--FeEubedarj3IH4HhvXAISnOxBPCy&index=3 The "Xero Data Synchronisation" panel is now accessible from the ...
Release 2017-05-30
Audit report improvements: The Requester name will now be shown in stand-alone workflows The request name will now be shown for all requests
Release 2017-05-24
Fixed the issue of a click on the button "Save" or "Update" [the workflow] leading to an infinite progress bar when there is just one workflow in the list Fixed the issue of a broken description editor (when creating "Other workflow" requests) in ...
Release 2017-05-18
Cases with Invoice rounding on the Xero side are now handled properly: When ApprovalMax detects automated rounding done by Xero, a note will be added to the audit log saying "A discrepancy between the Total amount set in the document and the real ...
Release 2017-05-17
New feature: it is now possible to download an archive containing a bunch of audit reports with a single click. You can find this option in the "three dots" menu when working with a particular report. It helps with getting prepared for a bulk payment ...
Release 2017-05-16
The “Any Contact that matches” rule in the Requester matrix not working properly in some cases has been fixed. Before, only those "Contacts marked as Supplier" were available to the Requester to select from, despite the rule name. Now, all Contacts ...
Release 2017-05-15
Improvements for the Xero compatibility in terms of attachments: Calendar files are not allowed as an attachment ".ICS" files are allowed Files containing "http" are not allowed Fixed a bug with applying the "Lock date + 1 day" policy when Bills are ...
Release 2017-05-03
Fixed the issue of a new Supplier created in Xero not appearing in ApprovalMax when the "Any Contact marked as Supplier" setting is used for Requesters, even if there is a Bill associated with this Contact Fixed the issue of only Suppliers being ...
Release 2017-04-18
Fixed the issue of the approval workflow being restarted due to technical changes made automatically by Xero The symbol "+" (plus) is now restricted in attachments; this is done to avoid issues when pushing such attachments to Xero Fixed the issue ...
Release 2017-04-12
ApprovalMax will no longer get disconnected from Xero during Xero downtimes. Many thanks to the Xero team for making this fix possible! Fixed the issue that occurred depending on which approval ended with an error (happened in some rare cases) ...
Release 2017-04-11
Fixed the issue with the misbehaviour of Purchase Orders that get pushed to QuickBooks Online after approval. Now, menu options such as "Copy to a Bill" and "Send" look exactly the same as they do for Purchase Orders that are created directly in ...
Release 2017-04-06
Fixed the issue of the "Date" condition not being displayed correctly on the second and later pages in reports
Release 2017-04-02
The "Approval workflow" section now opens much faster
Release 2017-03-21
The Approver/Requester names (not just their email addresses) will now be included when exporting reports to a .CSV file; looking like this: "Mike Donoghue (mike.donoghue@microsoft.com)" Attaching .ICS files during Purchase Order creation is now ...
Release 2017-03-19
It is now possible to attach .MSG files (emails from Microsoft Outlook) to Purchase Orders when creating them in ApprovalMax
Release 2017-03-13
Fixed the issue of ApprovalMax crashing when pulling items from Xero which have empty "Name" fields Improved Xero connection stability: query queues have been introduced to ensure that ApprovalMax does not get disconnected from Xero during the ...
Release 2017-03-09
Push notifications about auto-approvals have been fixed The issue of a wrong currency symbol being displayed in the approval matrix has been fixed The incorrect highlighting of the Contact field during Purchase Order editing has been fixed
Release 2016-03-07
Lazy loading function added to the platform to enable quicker item selection in the approval matrix as well as on the Purchase Order and Bill editor pages; this allows loading data in portions, which minimises the time of request to the server Xero ...
Release 2017-03-01
Fixed the issue with activating a Purchase Order workflow if the Fraud Detection feature had been turned on beforehand Fixed the issue with particular requests starting over because of changes made in Xero
Release 2017-02-27
Fixed the issue with the warning message regarding the password setup
Release 2017-02-14
Fixed the issue with comments in the notification emails for approval, force, reject, revoke actions Fixed the issues with names in these email notifications
Release 2017-02-13
Xero integration enhancement: Deleted and archived taxes are no longer pulled from Xero and no longer appear in the approval matrix, the Requester matrix, the editor matrix, or during Purchase Order creation in ApprovalMax QuickBooks Online ...
Release 2017-02-09
Fixed the issue of comments not appearing in the "Approver rejected" email notification
Release 2017-02-07
Fraud Prevention capability: Due to the highly variable business scenarios of our customers and the inability of our current Fraud Prevention feature to uniformly address these scenarios, we have temporarily turned off this feature in the product as ...
Release 2017-01-31
Adjustments to Fraud Prevention: In the past, if a document was approved outside of ApprovalMax without passing the predefined approval workflow, the default action was to send a notification and to automatically route such documents to ApprovalMax ...
Release 2017-01-20
This release includes a number of significant product enhancements, among others: Reporting enhancements: The "Planned payment date" is now available in ApprovalMax as one of the filter criteria for Bills and Purchase Orders; the Planned payment date ...