Year 2024
Release 2024-12-24
What's New What's Fixed What's New The NetSuite Vendor workflow is generally available In ApprovalMax, you can configure a multi-step approval workflow for the creation of Vendors. This is a separate workflow that you need to set up and activate in ...
Release 2024-12-09
What's New What's Improved What's Fixed What's New The NetSuite Invoice workflow is generally available ApprovalMax now supports pulling Invoices from Oracle NetSuite for approval in ApprovalMax: Set up an approval workflow, pull the Invoices into ...
Release 2024-11-19
What's New What's Improved What's Fixed What's New ApprovalMax Capture is generally available for QuickBooks Online Bills Automatic upload of invoices directly into ApprovalMax - no switching between applications when creating Bills: Set up a ...
Release 2024-10-28
What's New What's Improved What's Fixed What's New Adding a deadline to the Review step During the workflow setup, you can specify a point in time by which the Review step should be finalised: The NetSuite Bill Payment workflow is generally available ...
Release 2024-09-26
What's New What's Improved What's Fixed What's New The Passkey functionality is generally available for all Organisations A passkey is a new type of authentication method that aims to replace passwords. It uses a combination of hardware and software ...
Release 2024-09-10
What's New What's Improved What's Fixed What's New The Editing on Approval functionality is generally available for Xero-connected Organisations under the Advanced and Premium plans, for Partner Organisations and in trials Approvers can now edit ...
Release 2024-08-19
What's New What's Improved What's Fixed What's New The Review step for QuickBooks Online connected Organisations is generally available ApprovalMax supports for all QuickBooks Online workflows which is the Review step, a new and independent step that ...
Release 2024-07-26
What's New? What's Improved? What's Fixed? What's New? ApprovalMax Pay is now available for purchase in beta Currently, only Stripe-billed subscriptions and the GBP currency are supported. You can purchase the package for this add-on only on a ...
Release 2024-07-09
What's New What's Improved What's Fixed What's New ApprovalMax Capture is available for purchase in the United Kingdom, Australia, New Zealand and the European Union Please note: Only Stripe-billed subscriptions are supported for now. We are working ...
Release 2024-06-11
What's New What's Improved What's Fixed What's New ApprovalMax Capture is generally available for Xero-connected Organisations and part of the All Features trial Automatic upload of invoices directly into ApprovalMax - no switching between ...
Release 2024-05-30
What's New What's Improved What's Fixed What's New The Review step is generally available for Xero-connected Organisations under the Advanced and Premium plans and in trials The Review step in ApprovalMax is a new and independent step that enhances ...
Release 2024-05-16
What's New What's Improved What's Fixed What's New New Review step for Xero-connected Organisations (beta) ApprovalMax is introducing the Review step, a new and independent step that enhances the accuracy and efficiency of your approval workflows. ...
Release 2024-04-26
What's Improved What's Fixed What's Improved Checking for duplicates from the Bill creation/edit forms To prevent Bill duplication during creation (and while a Bill is being edited), ApprovalMax employs a duplicate detection mechanism. When a ...
Release 2024-04-10
What's New? What's Fixed? What's New? Public API endpoints for attaching and deleting files to/from requests (beta) ApprovalMax supports new Public API endpoints to enable the adding and deletion of request attachments. What's Fixed? Several minor ...
Release 2024-03-21
What's New What's Improved What's Fixed What's New User Mentioning is generally available ApprovalMax supports User Mentioning in the comments of requests in its mobile and web applications. Users from the same Organisation can be mentioned in a ...
Release 2024-03-04
What's New What's Improved What's Fixed What's New Airwallex Scheduled Payments are generally available for Xero Organisations ApprovalMax supports Airwallex Scheduled Payments to ensure prompt and effective payment processing. Users can schedule ...
Release 2024-02-08
What's New What's Improved What's Fixed What's New The NetSuite Sales Order workflow and Vendor Return Authorisation workflow are generally available ApprovalMax supports two additional workflows for the NetSuite integration. Now you can pull Sales ...
Release 2024-01-11
What's New What's Improved What's Fixed What's New Xero Manual Journals are generally available Journals are a manual recording of transactions and adjustments to your accounting file. They allow you to transfer funds between accounts and ensure that ...
Popular Articles
Certification management
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 ...
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 ...
Bill-to-PO Matching: Migration process from old Matching to new Matching
The previous version of Matching functionality will no longer be supported starting from 1 April 2023. This means that all Organisations should migrate to the new data format to continue using the Bill-to-PO Matching feature. If your Organisation’s ...
Roles in ApprovalMax (Xero)
Overview Account-based role Organisation-based roles Workflow-based roles OverviewThere are three types of roles in ApprovalMax: account-based, Organisation-based and workflow-based. Within the same ApprovalMax Organisation, a user can have one ...
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 ...