Release 2021-06-08

Release 2021-06-08

 NEW  Select specific requester for Dext Prepare transactions 
In both Dext integrations with ApprovalMax for Xero and ApprovalMax for QuickBooks Online a specific requester can be selected for Dext transactions: either User or generic email address can be used to authorise the received Bills and used to receive all related notifications. Once the integration with Dext is enabled the specific step appears in Bills Creation, Review and Approval workflow and Bills Creation and Approval workflow respectively. 

By default, or if a User wasn't specifically 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.
 Proper user off-boarding is introduced 
The new feature allows to delete (off-board) users without leaving unnecessary traces that would block other operations in this Organisation: replace off-boarded users in the workflows as Requesters or Approvers. To off-board the user, one just has to be selected in the list of Organisations user: 

Selected for off-boarding user is proposed to be replaced from being Requester, Approver or Reviewer with other active User of Organisation (this step can be skipped): 

As the last step selected user is proposed to be replaced as requester of particular requests (all active requests are listed), so such requests can be managed by active users as well as all requests of the same workflow can be restarted without picking up those requests which aren't authorised by the off-boarded (deleted) users (this step can be skipped):

 IMPROVED  An updated New Organisation wizard is introduced
A helpful tips would appear right below the selected connection options:

 FIXED  Number of minor issues was fixed as well as overall performance and stability were improved

    • 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 ...