Release 2024-06-11

Release 2024-06-11




What's New
What's Improved
What's Improved
What's New
ApprovalMax Capture is generally available for Xero-connected Organisations! Give it a try without a purchase by activating All features trial!

ApprovalMax Capture brings the most efficient AP automation tools in one place and streamlines the Bill processing:
  1. Automatic upload of invoices directly into ApprovalMax - no more switching between multiple applications when creating Bills
  2. Automated data recognition - advanced technology extracts key data from the uploaded invoices and populates Bill fields such as Supplier, Invoice Number, Amount, and Line Items:

  3. Less manual data entry - efficient automation enables time savings and minimises the risk of errors
To learn more, access ApprovalMax Capture.

ApprovalMax Pay is available to businesses, accountants, and bookkeepers using Xero in the UK (beta).

ApprovalMax Pay is a new add-on that enables users to manage payments securely in one place. It uses the open banking technology to pay approved Bills directly from ApprovalMax.

With built-in approvals and audit trails, ApprovalMax Pay reduces the risk of fraud and costly mistakes while ensuring full visibility and tight control.
  1. First, create a Batch Payment for Bills whose due dates are within a close range.

    You can review, sort and approve Batch Payments with just a few clicks.
    Once a request has been submitted for approval, it will run through the predefined approval workflow, and the respective Approvers get notified.
  2. When all approvals have been collected, the Batch Payment is ready for payment by authorised Payers: log in to your banking app with ApprovalMax Pay and confirm the payment.
  3. The Payment will be created in Xero and automatically reconciled once a bank feed is imported into Xero.
ApprovalMax Pay is currently available in beta to businesses, accountants and bookkeepers in the UK that use Xero. Please get in touch if you’d like to join the beta phase.

What's Improved
Editing on Approval functionality support for Quote and Sales Invoice workflows in Xero-connected Organisations (beta).
ApprovalMax offers "Editing on Approval" functionality as part of its Purchase Order, Bill, Quote and Sales Invoice workflows in Xero-connected Organisations.

This feature empowers Approvers with editing privileges to modify requests during the approval process, eliminating the need for rejections.


To learn more, access Editing on Approval.
This feature is available in beta. If you want to enable this beta feature for your ApprovalMax Organisation, please contact us.
What's Improved
Several minor issues have been fixed, and the overall performance and stability have improved.

 




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