Release 2022-10-22
NEW The budget check period for manually uploaded budgets has been extended up to 60 months (Xero Budget checking).
In order to provide organisations of specific industries, such as the construction, with a more long-range planning tools, ApprovalMax now supports a budget check period of up to 60 months. The new time budget check periods are only available for manually uploaded budgets.
NEW Two-factor authentication (2FA) status is now displayed for each Organisation member on the Users page.
ApprovalMax now displays on the Users page whether or not a user has enabled 2FA. So, if this is mandatory as per the company rules, the Administrator/Account Owner can remind those users who haven't set it up yet.
NEW The Price Checker for Xero Purchase Orders is now generally available.
Price Checker detects potential price deviations for each item – increased unit prices in comparison to the Xero Products and Services catalog and mark such cells with respective color label:
- If the deviation value is negative or one of the price values is null, the warning level is None.
- If the percentage of deviation is between 0 and 5%, the warning label is Yellow.
- If the percentage of deviation value is between 5 and 25, the warning label is Orange.
- If the percentage of deviation value is above 25, the warning label is Red.
The deviation calculation is triggered every time Xero Purchase Orders are being previewed, created or edited. It works similar to the Price Checker for Xero Bills.
NEW Warning of duplicate Bills, now available in private beta (Xero and QuickBooks Online).
ApprovalMax now supports the detection of potential Bills duplicates and displays a respective message to make Approvers aware. They can take this into account when making their decision, which reduces the risk of entering the duplicated transactions or even making duplicated payments.
Bills of following statuses are considered during the duplicate check:
- Awaiting Approval
- Approved
- Paid
The following parameters are considered to trigger the warning:
- Supplier
- Date
- Amount (exact match of Net Total and Currency)
If you are interested in enabling this beta feature for your ApprovalMax Organisation, please contact us.
NEW Pulling of Bills and Purchase Orders from the connected Organisation for QuickBooks Online is available as private beta.
ApprovalMax supports the ability to pull documents that were created in QuickBooks Online, without going through the respective approval process in ApprovalMax.
This feature is available now for Bills and Purchase Orders and can be configured in the respective approval workflows settings.
Please note, since the status of such documents is not clearly determined (there is no difference between "Draft", "On Approval" and "Approved" statuses) pulled documents won't be available for approval, but they can be used in Reporting, Bill-to-PO Matching and other ApprovalMax functionalities.
More details on this feature are available in our Knowledge Base.
If you are interested in enabling this beta feature for your ApprovalMax Organisation, please contact us.
NEW Detection of changes made after approval for QuickBooks Online Bills and Purchase Orders is available as private beta.
ApprovalMax tracks all changes that were made to a document created in QuickBooks Online after it was approved in ApprovalMax.
This feature is available for Bills and Purchase Orders and can be configured in the respective approval workflows settings.
More details on this feature are available in our Knowledge Base.
If you are interested in enabling this beta feature for your ApprovalMax Organisation, please contact us.
NEW Purchase Order status (Open, Closed) in the Purchase Order preview form is available as private beta.
Fully Approved (and optionally Matched with a Bill) Purchase Order can be marked as Closed in ApprovalMax and the status "Closed" will be synced to the document in the connected QuickBooks Online company.
More details on this feature are available in our Knowledge Base.
If you are interested in enabling this beta feature for your ApprovalMax Organisation, please contact us.
IMPROVED Creation of NetSuite Purchase Orders/Bills in ApprovalMax is now available as private beta.
User specified as Requester in the "Create in ApprovalMax" step will be able to create Purchase Orders and/or Bills directly in ApprovalMax and submit them for approval.
If you are interested in enabling this beta feature for your ApprovalMax Organisation, please contact us.
IMPROVED The Supplier’s balance data has been added to the Batch Payment form (Beta).
In order to give extra control regarding potential overpayments, ApprovalMax now shows the Supplier’s balance within the Batch Payment forms.
If you are interested in enabling this beta feature for your ApprovalMax Organisation, please contact us.
FIXED Fixed the bug which didn't allowed to remove the CC address in the QuickBooks Online Purchase Order Email to Vendor settings.
FIXED The request date will now be properly used in the downloaded audit report's name.
FIXED A number of minor issues have been fixed, the overall performance and stability improved.
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