Release 2025-03-17
ApprovalMax Capture is in General Availability for Xero Purchase Orders
Automatic upload of Purchase Orders directly into ApprovalMax - no switching between applications when creating Purchase Orders:
Set up a dedicated email address for receiving files in ApprovalMax and use it for submitting Purchase Orders to ApprovalMax Capture via email
Automated data recognition: advanced technology extracts key data from the uploaded invoices and populates Purchase Order fields such as Contact, Amount and Line Items
Less manual data entry: efficient automation enables time savings and minimises the risk of errors
You can find more information about ApprovalMax Capture here.
The creation of Xero AR Credit Notes directly in ApprovalMax is available in beta
ApprovalMax supports the creation of Xero AR Credit Notes. If you'd like to enable this feature for your ApprovalMax Organisation, please contact us.
The creation of Xero AR Credit Notes by copying a Sales Invoice is available in beta
ApprovalMax supports the creation of Xero AR Credit Notes by copying a Sales Invoice:
If you'd like to enable this feature for your ApprovalMax Organisation, please contact us.
Group of Accounts for Xero-connected Organisations is available in beta
With the Group of Accounts feature, Administrators/Workflow Managers can create, edit and delete custom groups with Account codes. It makes workflows consistent and easier to manage.
If you'd like to enable this feature for your ApprovalMax Organisation, please contact us.
A Nudge button for Approvers and Reviewers is available in beta
Via the NUDGE APPROVERS button, Organisation Administrators, Requesters, Reviewers and Approvers can send reminders (email notifications) to Approvers and/or Reviewers who haven't yet acted on a request.
This feature is available for requests with the On Review, On Approval or On Hold status.
If you'd like to enable this feature for your ApprovalMax Organisation, please contact us.
NOTE: please be aware that a nudge can only be used 24 hours after the request is createdWe expanded the limit for request attachments
We've increased the attachment limitations for Xero requests to the maximum allowed by the Xero API:
A single document can now have up to 10 attachments, each with a maximum size of 10 MB.
We implemented Customer and Class filtering as well as column selection for QuickBooks Online reports:
In general
- Scheduled reports are now more reliable, with the file size limit increased from 2MB to 5MB to prevent truncation.
- Incorrect Two-Factor Authentication (2FA) status is now displayed correctly for users.
- The Edit button now displays correctly for Xero requests "On Review" when the Requester and Reviewer are the same person.
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