ApprovalMax | Year 2021 | Knowledge Base

Year 2021
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
Roles in ApprovalMax
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 ...
Budget management
We are currently working on a feature to allow checking Bills and Purchase Orders against the budgets that can be pulled from Xero. The Beta version is already available, so please contact us if you’d be interested in giving it a try. Once the ...
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 subscription, you automatically get access to our Standard Support service. Approved Partner ...
Can I approve QuickBooks Online Bills?
Yes. You can now create bills in ApprovalMax, route them through a multi-step approval workflow and then push them to QuickBooks Online on approval completion.
Approval conditions
In any approval step, there can be multiple Approvers. If this is the case, you can specify how such a request should be handled. For this, you can choose between two approval conditions: “All” and “Any of”. They determine how many of the Approvers ...

Year 2021