Release 2016-08-08

Release 2016-08-08

Preview for attachments

It is now possible to open attachments in Preview without downloading them to your local drive.

Matching Bills to Purchase Orders

When a new Bill comes in, ApprovalMax will now check if there is a related Purchase Order (i.e. the Bill "Reference" matches the "PO number"). If there is a match, ApprovalMax will calculate the Purchase Order balance, which contains the total amounts of all Bills that are linked to this particular Purchase Order.

This way, an Approver has more information at hand to make his approval decision.

Please note: the Purchase Order approval workflow should be set up in ApprovalMax, and the respective Purchase Orders should be synced to ApprovalMax for this feature to work properly.

Please also note: the information about matching Purchase Orders will be added to the "Decision required" email notifications later this week.

Faster reassignment

We've added a "Reassign" button to allow the quick reassignment of Bills or Purchase Orders to another person with very few clicks.

Please note: in about 2 to 3 weeks, you will also find the "Reassign" button in the mobile app.
    • 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 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 ...
    • Release 2017-01-20

      This release includes a number of significant product enhancements, among others: Reporting enhancements: The "Planned payment date" is now available in ApprovalMax as one of the filter criteria for Bills and Purchase Orders; the Planned payment date ...