NEW Xero Batch Payment is now available as public Beta for all ApprovalMax for Xero Premium subscribers.
Instead of paying Bills one by one, you can prepare a Bulk Payment request for Approved ("Awaiting payment") Xero Bills. Once such a request received the final approved, the respective Batch Payment file is created in the connected Xero Organisation against the selected bank account.
NEW Duplicated Bills warning is now generally available for 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
The following parameters are considered to trigger the warning:
- Supplier / Vendor
- Amount (exact match of Net Total and Currency)
NEW Pulling of Expenses from the connected QuickBooks Online Company 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, Purchase Orders and Expenses 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 and other ApprovalMax functionalities.