Release 2023-12-14
NEW Approval deadline setting (based on the submission or based on the arrival) is generally available for all workflows.
During the workflow setup, deadlines can be specified to notify approvers on the upcoming deadline for the approval and the setting is extended with an alternative option that allows to consider the time request enters a particular approval step instead of considering the submission as a base for calculations.
The two deadline types available are:
- Based on the submission: With this calculation method, ApprovalMax immediately calculates the date and time by which a request should be ready for the next step at the time of document creation. This means the deadline for all steps is set during the document's creation rather than when a step becomes active.
- Based on the approval: With this calculation method, ApprovalMax immediately calculates the date and time by which the first approval step should be finalised. The deadlines for the subsequent steps depend on the approval time of the previous step. The calculation of the approval deadline for each step, starting from the second step, begins when the previous step is approved.
NEW Xero Quotes creation in ApprovalMax is generally available for Organisations under the Advanced and Premium plan.
ApprovalMax supports the creation of Xero Quotes directly in ApprovalMax.
Set up a Quote approval workflow, create a Quote in ApprovalMax and send it automatically to a Customer upon approval.
Customers can accept or decline a Quote by going down the link sent with the email.
Quotes accepted by a Customer can be copied to a Sales Invoice directly in ApprovalMax.
NEW Xero CIS Deduction (UK) is generally available.
In the UK construction industry, contractors and subcontractors are bound by specific rules and regulations outlined in the Construction Industry Scheme (CIS).
This scheme governs various aspects of financial management, such as contractor invoices, subcontractor bills, CIS returns filing with HM Revenue and Customs (HMRC), and the generation of payment
and deduction statements for subcontractors. Xero offers a dedicated workflow designed to assist contractors, subcontractors and accountants in managing their CIS obligations effectively.
ApprovalMax integrates seamlessly with Xero's CIS workflow, providing an efficient approval process for CIS Invoices, Bills and Credit Notes.
NEW Support of user mention is available under the private Beta.
ApprovalMax supports mentioning users in the request comments in mobile and web applications.
Users from the same Organisation can be mentioned in the request by those who have access to this request.
If you want to enable this beta feature for your ApprovalMax Organisation, please contact us.
NEW Support of pushing notes about events / comments to the History and Notes section of selected documents types in connected accounting systems (Xero or QuickBooks Online) is available under the private Beta.
When events and comments occur in ApprovalMax, including approvals, rejections, or added comments, they are automatically forwarded and recorded within the corresponding note/history section in Xero / QuickBooks Online.
You can set up the preferred settings in the corresponding workflow.
If you want to enable this beta feature for your ApprovalMax Organisation, please contact us.
FIXED Several minor issues have been fixed, and the overall performance and stability have improved.
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