Release 2024-08-19

Release 2024-08-19


What's New
What's Improved
What's Fixed
What's New

The Review step for QuickBooks Online connected Organisations is generally available

ApprovalMax supports for all QuickBooks Online workflows which is 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 in trials as well as with Advanced and Premium plans.

Key features of the Review step
  1. 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



  2. Comprehensive review process: Reviewers can make necessary adjustments and provide feedback before requests are submitted for approval



  3. 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


 Xero Accrual Report (on line-item level)  creation and submission for approval as Manual Journals is generally available

Accrual accounting records revenues and expenses when they are incurred, regardless of when the respective cash transactions are made.

This approach offers a more accurate representation of a company’s financial performance and obligations.

Xero accrual reports are crucial as they reflect expenses that were incurred within an accounting period but are not yet posted to the general ledger.


This includes expenses like Bills for services provided but not yet approved, or Purchase Orders for goods already delivered but not yet billed.

Accruals in ApprovalMax provide a comprehensive solution that allows you to create accrual reports, generate journals based on them, submit them for approval and, ultimately, post them to Xero.




Bulk actions for Xero requests

ApprovalMax supports bulk actions for line items on Xero Edit forms for: Purchase Orders, Bills, Quotes, Sales Invoices, Manual Journals.

The following actions are available on the Edit form for the selected items:
  1. Clone: duplicate selected line items to create similar entries fast
  2. Remove: delete multiple lines in one go for an efficient clean-up and streamlined document organisation
  3. Edit: apply the same values to selected lines in drop-down fields to simplify complex edits and ensure consistency across your documents
With ApprovalMax bulk actions you can:
  1. Eliminate repetitive manual editing: save valuable time and focus on other tasks
  2. Improve accuracy and consistency: reduce errors and maintain data integrity
  3. Streamline your workflow: manage your Xero documents effortlessly and get more done

The Xero Sales Invoice due date is now populated based on the Contact's payment terms

The due date of Xero Sales Invoices is adjusted automatically based on the Contact's payment terms.
If the date in a Sales Invoice is updated, the due date will also get updated accordingly.



Purchase/downgrade/cancellation of add-ons


  1. ApprovalMax Capture is generally available for purchase
  2. ApprovalMax Pay (beta) is available for purchase and is currently for UK businesses, Stripe-billed subscriptions only.
  3. Account Owners can downgrade/cancel add-ons on the Billing & Subscriptions page





What's Improved

Support for mentions in several pop-ups

ApprovalMax supports user mentions in the following pop-ups:

  1. GRN status update with a comment
  2. Mark a Xero Purchase Order as Billed
  3. Request rejection
  4. Batch Payment item cancellation
  5. Mark a QuickBooks Online Purchase Order as Closed/Open

Role selection during the user invitation

ApprovalMax supports the selection of user roles during the invitation process:



The user role can now be edited both while and after inviting a user.

Organisation field filter in the Out-of-Office (OOO) settings

When users belong to a lot of Organisations, searching through a lengthy list can be time-consuming and frustrating. 
That's why ApprovalMax now supports a filter for the Organisation field in the Out-of-Office setup:




Time zone suggestion during the Out-of-Office (OOO) setup

ApprovalMax makes it easier to select the right time zone by introducing a new logic for setting up OOO.

When a user opens the list of time zones, the focus will automatically shift and prioritise the three most relevant options:
  1. User's Time Zone: the time zone of the user who is delegating authorities appears first 
  2. Substitute's Time Zone: the time zone of the user who will be a Substitute is shown next 
  3. Organisation's Time Zone: the time zone of the Organisation where the substitution is taking place is displayed in third place

Payment Details fields are supported for the Vendor form in QuickBooks Online Organisations (AU version)

The following fields are supported for the Vendor Creation/Edit forms:

  • Bank account name

  • BSB

  • Bank account number

  • Statement text


 

ApprovalMax prioritises accuracy in its data capture process.
When a discrepancy arises between the calculated value during capture and the extracted value,
a warning message will be displayed and prompt the user to double-check the information.


If ApprovalMax cannot determine a particular value with 100% accuracy, it will present all possible values to the user.

To mitigate the risk of double payments and ensure financial integrity, ApprovalMax enhances the Bill audit trail to include detailed information related to Batch Payments.

This crucial addition, combined with the Pushing Comments to Xero History feature, provides a comprehensive layer of protection against double payments on the Xero side.

The following payment events are reflected in the Bill audit trail:
  1. A Bill Payment was approved within the batch
    1. A Batch Payment request was approved

    2. An Airwallex Batch Payment request was approved


  2. An approved Bill Payment was cancelled within the batch

    1. An Approved Batch Payment request was cancelled

    2. A line in an approved Batch Payment was cancelled

    3. An approved Airwallex Batch Payment was cancelled

New Public API endpoints

ApprovalMax supports new Public API endpoints for Xero Sales Invoices:
  1. Sales Invoice creation as a Draft: POST /api/v1/companies/{companyId}/xero/sales-invoices
  2. Sales Invoice editing: PUT /api/v1/companies/{companyId}/xero/sales-invoices/{requestId} 
  3. Sales Invoice submission for approval: POST /api/v1/companies/{companyId}/xero/sales-invoices/{requestId}/submit


What's Fixed
Several minor issues have been fixed, and the overall performance and stability have improved
 





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