Release 2016-07-31

Release 2016-07-31

Enhancements for all customers

New "Auditor" role

It is now possible to select the Auditor role for a person. Someone with the Auditor role can:
  • See all requests in the Organisation
  • Comment on all requests
  • See all approval workflows
Persons with the Auditor role cannot:
  • Force an approval decision
  • Change the workflow settings
  • See the Organisation's settings

Status badge reflecting the Xero synchronisation

If there are Xero connectivity issues, an approved document won't be not synced to Xero right away. In this case, its "APPROVED" badge will from now on be coloured grey rather than green.

Email fixes

  • The "Approval required" reminder email was sometimes sent even after an request had already been rejected. This has now been fixed.
  • Amounts with 4 decimal places are now being displayed properly
  • The line item amount has been aligned to the right
  • The date format has been fixed
  • The delivery instructions have been fixed

Profile saving has been fixed

In some rare cases, saving the user profile didn't work. That's been fixed now. 

Enhancements for Purchase Order creation (in beta stage)

Emailing a Purchase Order to the vendor

Requesters can now activate an optional setting, which will automatically send an email with the Purchase Order attached to the vendor after its final approval.

"Xero offline" mode now supported

Sometimes, Xero goes offline. And if a Purchase Order happens to be approved right this moment, it will join a queue and only be submitted to Xero once the connection has been re-established. This way, Purchase Orders will never get lost.

Mandatory tracking categories

An Organisation's Administrator can now set some tracking categories as mandatory to make sure that Purchase Order Requesters fill them in.
    • Related Articles

    • Release 2019-01-16

      Release 2019-01-16 .XLS files are now allowed for QuickBooks Online Purchase Orders Fixed the issue of audit reports not being generated on some rare occasions when the decision in the first step was made by a Delegate All files attached to documents ...
    • Release 2019-03-19

      In this release we have focused on fixing minor issues and fine-tuning the Xero synchronisation. 
    • Release 2019-08-03

       FIX  Refactored email parsing mechanism  Several email servers are breaking links in the body of the letter which may cause a problem with processing such email replies. In current release we have provided an ability to overcome that issue and ...
    • 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 2018-11-19

      We are in the process of making a number of enhancements to optimise the handling of large data amounts. With this release, we improved pulling large amounts of documents that were submitted for approval in Xero Added the "PO balance" field to the ...