Release 2022-06-11
NEW Advanced Xero Bill-to-PO Matching is now generally available 🎉
A new matching supports many-to-many matching pattern, amount allocation (this field is equipped with the in-cell math operations and a separate button to insert the remaining unallocated amount of the Bill), auto-marking of POs as Billed upon the final approval of all matched bills (if the remaining balance requirements are met), gross or net amounts setting and other enhancements.
Administrators are capable of overwriting the matching data after the final approval of the bills.
This functionality is available as the part of Advanced and Premium plan subscriptions and during the Trial.
If you were using the old Xero Bill-to-PO matching the old data can be migrated to the new format, here is the detailed description of how it works.
Learn more about the Advanced Xero Bill-to-PO Matching in the knowledge base section.
NEW QuickBooks Online Expenses creation and approval workflow is now generally available 🎉
An Expense is a document type in QuickBooks Online which represents a purchase that has already been paid via a selected Payment Method and the payment has been allocated against the respective Payment Account (Category of specific types) at the moment of entering the transaction. In contrast, Bills are entered as Awaiting Payment.
Learn more about the Advanced Xero Bill-to-PO Matching in the knowledge base section.
IMPROVED OOO (Delegates) functionality is extended with date ranges (β).
A new functionality allows to preliminary define start and end dates, which allows to plan the delegation in advance.
This functionality is currently available as beta, please contact support@approvalmax.com to require this functionality before it is generally available.
IMPROVED Copy workflow functionality now supports copying to multiple workflows at the same time.
Learn more about the Copy workflow functionality in the knowledge base section.
IMPROVED Description field in ApprovalMax Standalone requests now supports the markup.
IMPROVED Attachments to Email to supplier section in the Xero POs requests are now pushed to Xero as well as the attachments to the request itself.
FIXED Fixed an issue, which caused the Xero Accounts without the Account Codes being pushed to the connected Dext account.
FIXED Number of minor issues was fixed as well as overall performance and stability were improved.
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