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  QBO 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.



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