Release 2020-08-15
NEW Send QuickBooks Online Purchase Order to Vendor (Supplier) upon final approval
The new feature allows to set up email that would be sent to Supplier upon final approval of Request.
Email form is located in the bottom of Request creation form. PDF document generated by QuickBooks Online after final approval as well as attachments added to the email form (see "Attachments to vendor" section) would be sent with email. By default, or if User wasn't specifically selected, selected default Requester for Xero connected Organisations and Organisations owner for QuickBooks Online connected Organisations are selected, but they can be easily replaced by removing the User and assigning a new one.
Email form is located in the bottom of Request creation form. PDF document generated by QuickBooks Online after final approval as well as attachments added to the email form (see "Attachments to vendor" section) would be sent with email. By default, or if User wasn't specifically selected, selected default Requester for Xero connected Organisations and Organisations owner for QuickBooks Online connected Organisations are selected, but they can be easily replaced by removing the User and assigning a new one.
NEW Edit Tables available in Request creation form for QuickBooks Online Bills and Purchase Orders
The new workflow setting allows to hide Category or Item tables for all Requesters in both Bills Creation and Approval and Purchase Order Creation and Approval workflows.
To update the creation form open the required workflow, click on the settings icon (
) and select the required configuration:
To update the creation form open the required workflow, click on the settings icon (
IMPROVED Updated Budgeting feature (beta)
Several minor bugs are fixed as well as overall speed of data processing is increased.
IMPROVED Standalone Requests attachments limits are updated
Update allows to attach up to 20 files with the file size limit of 10 MB.
FIXED Fixed issue that wasn't allowing to publish Xero Purchase Orders without Tax, when "Tax" field was set to "Optional" in Requesters matrix.
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 ...