Release 2024-07-26
What's New?
What's Improved?
What's Fixed?
What's New?
ApprovalMax Pay is now available for purchase in beta (currently, only Stripe-billed subscriptions and the GBP currency are supported)
You can only purchase the package for this add-on on a monthly basis.
Please note: Only Stripe-billed subscriptions and the GBP currency are supported for now. We're working on adding other billing channels and will roll them out shortly.
Please note: Only Stripe-billed subscriptions and the GBP currency are supported for now. We're working on adding other billing channels and will roll them out shortly.
Submitting files to ApprovalMax Capture via email is now supported
Streamline your invoice processing by receiving files directly via a dedicated ApprovalMax email address and submitting them for automated data recognition.
Organisations can share their unique ApprovalMax email address with their Suppliers and have them send their invoices there for OCR processing. Or, if an organisation already uses a generic email address like bills@organisation.com, they can easily set up a forwarding rule to automatically route all messages to their ApprovalMax email address for OCR processing.
Organisations can share their unique ApprovalMax email address with their Suppliers and have them send their invoices there for OCR processing. Or, if an organisation already uses a generic email address like bills@organisation.com, they can easily set up a forwarding rule to automatically route all messages to their ApprovalMax email address for OCR processing.
To learn more, access Submitting files.
Pushing comments to Xero history is now generally available
When events occur in ApprovalMax – including approvals, rejections and added comments – they are automatically pushed to Xero and recorded in the corresponding section in Xero history:
This feature is supported for Purchase Orders, Bills and Sales Invoices, AP/AR Credit Notes and Quotes.
Request details versioning is now available in beta for Xero-connected Organisations
The versioning of request details records a comprehensive history of your requests, which you can view to better understand the evolution of each one:
This beta feature for Xero-connected Organisations is available to all customers on request. Once generally available, it will be included in trials as well as Advanced and Premium plans.
If you'd like to enable it for your ApprovalMax Organisation, please contact us.
New section: READY TO PAY
In the Ready to pay section the respective Payers can see all Batch Payments/Airwallex Batch Payments that are Awaiting Payment for all available Organisations at a glance:
What's Improved?
Notifications about workflow changes can now be set up in the user profile
In ApprovalMax, you can activate notifications about the most important events regarding workflows and have them sent to a particular email address:
The following events will trigger a notification:
- A new workflow was created
- A workflow was activated/deactivated
- A workflow was edited/updated and/or restarted
- The workflow settings were changed
Delegating to Reviewers
An authorised Substitute of an eligible Reviewer can see and edit requests like the original Reviewer.
Reporting for Batch Payments
Organisation Administrators and Auditors have access to a powerful reporting tool for Batch Payments. Reports can be viewed at Line Item or request level and provide comprehensive insights. Administrators can customise these reports according to specific business needs:
Audit trail for Contact payment details in ApprovalMax Pay
Any adding, editing or removing of Contact payment details are reflected in the Audit trail:
Monitoring the payment progress
Users can clearly view the progress while connecting their bank account and confirming payments via a QR code:
Merging Bills from the same Supplier into a single transaction
To simplify the payment process and reduce transaction costs, Requesters of Batch Payments can merge Bills from the same Supplier into a single transaction.
Merging Bills creates a new line that contains Bills with identical payment details.
What's Fixed?
Several minor issues have been fixed, and the overall performance and stability have improved
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