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 trialled on Standard subscriptions ? Our 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 Our new navigation is generally available Using the new navigation is crucial for a number of great new features we will release soon.
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 QuickBooks Online 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
Can I view the certification status of employees?
In the Practice Staff section, the Account Owner/Account Manager can only view a user’s certification status and download their certificate if the user has accepted an invitation: If a user has not yet completed certification, you can invite them to ...
ApprovalMax Support Policy
Feel free to contact us during your trial or subscription period; our Customer Support team will be happy to help. When signing up for an ApprovalMax Trial, you’ll get placed on the Other Support service plan. Once you purchase a Standard/Advanced ...
Roles in ApprovalMax
There are three types of roles in ApprovalMax: Account-based, Organisation-based and Workflow-based. Within the same ApprovalMax Organisation, a user can have one account-based or Organisation-based role, and get assigned to several workflow-based ...
Is ApprovalMax integrated with Xero Projects?
Xero Projects is an awesome product by Xero, which enables to keep track of time and costs for each project. Among other features, it allows to easily link Bill line items to specific projects and keep track of project expenses. We'd love to show you ...
How do I set up the "Pulling from Xero" step for Bills?
All Bills in Xero with the status "Submitted for approval" will be picked up by ApprovalMax and put through the designated approval process. When pulling Bills from Xero into ApprovalMax, all Bills will be created in the name of a specific user ...