Release 2017-08-02

Release 2017-08-02

Two new matching-related settings:
  1. The first one determines whether Bills can be approved if they have not been matched to a Purchase Order
  2. The second one determines whether Bills can be approved if the Bill amount exceeds the Purchase Order amount
Tax adjustments will now be handled properly during Bill review and coding:
If a Bill containing a tax adjustment has been pushed to ApprovalMax by a data entry tool, this tax adjustment will not get lost and thus the total Bill amount will remain the same.

Other fixes:
  1. Descriptions with more than 4,000 characters can now be submitted in ApprovalMax to avoid problems with pushing such Purchase Orders to Xero
  2. If an approval is done by email, the mandatory fields will now get checked properly
  3. The "Due date" field name has been fixed in Bill review and coding
  4. The purchasing link in the "Subscription expired" email has been fixed; it now leads to 2Checkout instead of FastSpring

    • 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 ...