Release 2023-03-01

Release 2023-03-01

 NEW  Pulling Expenses from the connected QuickBooks Online Organisation is generally available.

ApprovalMax supports the ability to pull documents that were created in QuickBooks Online without going through the respective approval process in ApprovalMax – such pulled documents, which weren't properly processed via the approval workflows would be marked respectively.
This feature is now available for Bills, Purchase Orders and Expenses and can be configured in the respective approval workflow settings.

Please note: since the status of the documents in QuickBooks Online 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 on this feature are available in our Knowledge Base.

 IMPROVED   Attachments, which failed to be pushed to the connected accounting software (GL), won't stuck the status update or creation of a new document and it will be logged in the Audit Trail.

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