Release 2021-10-30

Release 2021-10-30

 NEW  Advanced plans of ApprovalMax for Xero and ApprovalMax for QuickBooks Online are now available to be purchased, upgraded to or trialed on the Standard subscriptions 🎉
The new product plan includes the most advanced features that are a great addition to the Accounts Payable Automations workflows, which are available in the Standard plans.
The following features were released with the new plan, which are available on the Premium plans as well ↓

 NEW  Auto-approval step
A new workflow setting that allows to set the approval rules similar to ones in the Approval step, which determine that matching requests should be automatically approved.

More details can be found in the knowledge base articles:  for Xero / for QuickBooks Online / for Standalone workflows (Premium plan)

 NEW  Xero Budget Checking (v.2)
This feature allows to add Budgets into the ApprovalMax either by syncing from the connected Xero Organisation or manually upload them to later be displayed for Approvers. In difference to reports, which allow to retrospectively compare Budgets vs Actuals, Budget checking allows to do this during the approval process. In addition the budget check period might be changed from default monthly to YTD and several other advanced options.


 NEW  Xero Contact Creation and Approval workflow
A brand new workflow that allows to create Contacts and process them through the approvals before creating in the connected Xero Organisation.


More details can be found in the knowledge base section: https://support.approvalmax.com/portal/en/kb/approvalmax-1/approvalmax-for-xero/budget-checking 

 NEW  QuickBooks Online Vendor Creation and Approval workflow
A brand new workflow that allows to create Vendors (Suppliers) and process them through the approvals before creating in the connected QuickBooks Online Company.



    • 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 ...