Release 2016-04-05

Release 2016-04-05

Default Approver

When a new tracking category, inventory item, or account code is added, chances are that this is not reflected in the approval matrix. To avoid an automatic approval of such not yet allocated requests, a Default Approver can be specified for each step. 

This is how it works:
If nobody gets picked as an Approver based on the approval matrix, the item will be assigned to the Default Approver.

Please note: the Default Approver setting is not available if there are Approvers with the rule "Always approves" because then this option is not required.

Manage the Approvers for running requests

It sometimes happens that Approvers for a particular request should be changed, for instance because Jeff is on holiday or Maria's opinion is required as well. To make the necessary adjustments, Administrators can therefore add and remove Approvers for running requests.

Now, Approvers can also add other Approvers but can't delete an Approver who has been added based on workflow rules or by the Administrator. Just click on an Approver to see the reason why this person is approving:
  • Added according to the approval workflow rules
  • Added as a Default Approver
  • Added by another person
Any changes will be logged in the request history for the audit trail.

This feature will be available for mobile devices in a couple of weeks.

Decision-making without a Xero connection

Sometimes, the Xero connection gets lost due to different reasons, for example, because there is Xero maintenance work going on or a temporary issue with the internet connection. This does no longer stop Approvers making their decision, ApprovalMax will keep their decision in mind and sync it to Xero as soon as the connection has been re-established.

Support for Credit Notes

It is now possible to setup approval workflows for:
  • AR Credit Notes
  • AP Credit Notes

Email fixes

  • Fixed some typos in the "Approved in Xero" email notification
  • The "Account" has been added to "Approval required" email notifications

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