Release 2023-01-17

Release 2023-01-17

 NEW  The creation of Purchase Orders and Bills directly in ApprovalMax is now generally available for the NetSuite integration.

You can now create NetSuite Bills and Purchase Orders directly in ApprovalMax and push them to NetSuite after the final approval.

More about setting up the Requester rules for Bills and Purchase Orders can be found in the respective articles:

 NEW  Pulling Expenses from the connected QuickBooks Online Company is available in public 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 now available for Bills/Purchase Orders/Expenses, and can be configured in the respective approval workflow settings.

Please note: since the status of such documents is not clearly determined (there is no difference between the statuses Draft, On Approval and Approved), pulled documents won't be available for approval but can be used in Reporting and other ApprovalMax functionalities.

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

 NEW  Support of NetSuite custom fields.

NetSuite is a highly customizable system, to extend the standard transactional data model with the specific attributes, ApprovalMax supports these NetSuite custom fields:
  1. Transactional Body Fields - custom fields on header level.
  2. Transactional Column Fields - custom columns on the line level.
  3. Custom Segments - custom fields on header or line level, which are exposed in reporting.
The Organisation Administrator can customise fields (List/Record field type in NetSuite) in the main menu under Workflows and Settings, in the Fields section:

Custom fields are available on the preview form only (currently, no edit form or routing is supported).

 IMPROVED  Now, the Purchase Order reference is expanded to 18 characters and is displayed in the Matching pop-up for Xero Advanced Matching.

 FIXED   Several minor issues have been fixed, the overall performance and stability is improved.

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