Release 2024-05-30
What's New
What's Improved
What's Fixed
What's New
Review step for Xero-connected Organisations is generally available under Advanced/Premium plans and Trial.
ApprovalMax supports the Review step, a new and independent step that enhances the accuracy and efficiency of your approval workflows. The Review step is positioned before the Auto-approval step.
As this makes it the first step of an approval workflow, it provides a dedicated stage for a thorough review and validation.
This feature is available for Xero-connected Organisations under Trial, Advanced and Premium plans. Please notice that review step is not available for Credit Notes, Xero Batch Payment and Airwallex Batch Payment workflows.
Key features of the Review step:
- Configurable assignment rules: define specific rules in the Review matrix to assign one or more designated Reviewers to each request before it enters the approval process:
- Comprehensive review process: Reviewers can make necessary adjustments and provide feedback before requests are submitted for approval:
- On demand returns to the Review step: Approvers can return requests to the Review step for further revision, which ensures that all requirements are met before the final approval:
Editing on Approval functionality for Approvers in Xero-connected Organisations (beta).
ApprovalMax now offers "Editing on Approval" functionality as part of its Purchase Order and Bill workflows in Xero-connected organisations.
This feature empowers Approvers with editing privileges to modify requests during the approval process, eliminating the need for rejections.
This feature is available in beta. If you want to enable this beta feature for your ApprovalMax Organisation, please contact us.
This feature empowers Approvers with editing privileges to modify requests during the approval process, eliminating the need for rejections.
This feature is available in beta. If you want to enable this beta feature for your ApprovalMax Organisation, please contact us.
What's Improved
QuickBooks Online attachments limits become wider.
During the creation of QuickBooks Online requests in ApprovalMax, you can attach files. However, some technical limitations do apply.
- File extensions: '.pdf', '.jpeg', '.jpg', '.png', '.doc', '.docx', '.xlsx', '.xls', '.csv', '.tiff', '.gif', '.xml', '.eps', '.ai', '.ods', '.rtf', '.txt'
- Max. file size: 25 MB
- Max. number of files: 50 (including audit report)
The creation date is added to the exported reports name
When a user downloads a CSV report from ApprovalMax, the file name will include a timestamp of its creation. For example, a report titled "Bills Pending Approval" downloaded today would be named "YYYY-MM-DD Bills pending approval.csv." This ensures clarity and easy identification of reports based on their download date.
What's Fixed
Several minor issues have been fixed, and the overall performance and stability have improved.
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