Year 2021
Release 2021-12-04
FIXED "Email to Vendor" section is included into the Audit Report form of the QuickBooks Online Purchase Orders FIXED Issue when the wrong currency was displayed in the approval emails for multi currency Organisations is fixed FIXED Issue when ...
Release 2021-11-20
IMPROVED "Any Of" approval condition is extended with the number of approvers selector New approval condition allows to meet more advanced approval patterns, which might require specific number of Approvers out of scope of all matching Approvers. ...
Release 2021-10-30
NEW Advanced plans of ApprovalMax for Xero and ApprovalMax for QuickBooks Online are now available to be purchased, upgraded to or trialed on the Standard subscriptions ? The new product plan includes the most advanced features that are a great ...
Release 2021-10-18
NEW QuickBooks Online Bill-PO matching is available as private beta QuickBooks Online Bill-PO matching allows to match Bills line items with matching lines of approved POs. Same as QuickBooks Online validation rules are applied: POs date should ...
Release 2021-09-22
NEW New navigation is generally available Using the new navigation is crucial for a number of great new features we will release soon. More details can be found in the knowledge base article: ...
Release 2021-07-15
IMPROVED "All" filters are added to each section in navigation to quickly access all requests of selected type as one list IMPROVED Proper books closure date handling for QuickBooks Online connected Organisations For both Bills and Purchase ...
Release 2021-07-07
NEW Account numbers are now displayed for Categories if they are enabled in the connected QuickBooks Online Company Account numbers are also available now in the connected Dext Prepare account. IMPROVED Report filters are extended with multiple ...
Release 2021-06-30
FIXED Fixed issue when the User off-boarding caused inconsistent state of request, which is on approval FIXED Fixed issue when the attached file was displayed by default with exzoom out (to fit the whole length instead of width of document) ...
Release 2021-06-08
NEW Select specific requester for Dext Prepare transactions In both Dext integrations with ApprovalMax for Xero and ApprovalMax for QuickBooks Online a specific requester can be selected for Dext transactions: either User or generic email address ...
Release 2021-04-25
NEW "Log me out after 15 minutes of inactivity" setting is introduced New security setting if enabled logs out user every 15 minutes. Setting is enabled in the User Profile Security section. NEW Line item reports for QBO are introduced ...
Release 2021-04-10
NEW New navigation (public beta) A new navigation is introduced. In separates requests by type into specific folders. For those types that support creation of requests in ApprovalMax a shortcut to creation is implemented – a plus icon against such ...
Release 2021-02-04
NEW Overwrite "Go to" button URL setting is now available for Xero Bill Creation, Review, and Approval workflow and Sales Invoice Approval workflow New setting manages how the link on the document in Xero ("Go to" button) should be treated if there ...
Release 2021-01-23
NEW Approval decision policy is now available for each Approval Workflow New setting represents how approvals decisions should be collected from one approver selected in several approval steps: by default ones decision is required in each step, ...
Popular Articles
The new navigation menu
On 22 September, ApprovalMax will activate the new in-product navigation for all users. The old navigation will be switched off with no option to access it. Benefits of the new navigation: You can easily switch between Organisations using a drop-down ...
Support Policy
Within the trial or subscription period feel free to contact us and our Customer Support team will be happy to help you. When signing up for an ApprovalMax Trial, Standard or Advanced plan subscription, you automatically get access to our Basic ...
Roles in ApprovalMax (Xero)
There are two types of roles in ApprovalMax: Organisation-based roles and Request-based roles. A user in ApprovalMax can have one Organisation-based role and at the same time be assigned to several Request-based roles. In this case, the authorities ...
How often is data synced with Xero?
Pulling new documents and pushing back approval decisions ApprovalMax pulls new Bills/Invoices/Purchase Orders every 1 hour during a day. However, due to Xero API limitations, it’s not possible to get them right after they’ve been created. You can ...
Which subscription plan is the right one for me?
Each ApprovalMax product (ApprovalMax for Xero and ApprovalMax for QuickBooks Online) has three plans (Standard, Advanced, Premium) that differ regarding the available features. ...