Release 2022-11-04

Release 2022-11-04

 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. 





Learn more about the functionality in the respective knowledge base section.

 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:
  1. Awaiting Approval
  2. Approved
  3. Paid
The following parameters are considered to trigger the warning:
  1. Supplier / Vendor
  2. Date 
  3. Amount (exact match of Net Total and Currency)


Learn more about the functionality in the respective knowledge base articles: for Xero Bills, for QuickBooks Online Bills. 

 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.

More details about this functionality are available in the knowledge base article.
If you are interested in enabling this beta feature for your ApprovalMax Organisation, please contact us.

 FIXED   Fixed the bug for ApprovalMax URL link not being pushed to Xero for Bills originated from Dext.

 FIXED   A number of minor issues have been fixed, the overall performance and stability improved.




    • 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 ...