Release 2025-05-27

Release 2025-05-27

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

Nudge feature  is in General Availability

The Nudge feature is now generally available across all ApprovalMax Organisations and accessible on all subscription and trial plans. 

This feature allows Requesters, Reviewers, Approvers, and Organisation Administrators to send reminder notifications to Approvers or Reviewers who have yet to take action on a request.

Nudges can be sent at any step of a request in On Review, On Approval, or On Hold status. Only users who have yet to make a decision will be notified, and all Nudges are recorded in the request audit trail.

Learn more about how to use the Nudge feature: here


Budget Checking for QuickBooks Online is available in beta

The Budget Checking feature is now available in public beta for QuickBooks Online connected organisations on  Premium, Advanced, Partner, and Trial plans.

This feature helps prevent overspending by allowing Organisation Administrators to sync budgets from QuickBooks Online, activate or deactivate them, and define check periods (e.g. monthly, quarterly, YTD). 

Requests such as Bills, Purchase Orders, and Expenses are validated against available amounts based on date and account category, even for documents approved before a budget is uploaded.

If you'd like to enable this feature for your ApprovalMax Organisation, please contact us.

Learn more about Budget Checking for QuickBooks Online: here


New Requester capabilities for NetSuite Journal Entries

Requesters can now edit and copy NetSuite Journal Entry requests. This streamlines the submission process by allowing quick adjustments or duplication of draft entries. 

NetSuite Journal Entry workflows also now support a Requester matrix, enabling precise control over who can initiate journal entry requests based on custom rules.


Confirmation of Payee check for ApprovalMax Pay available in Beta

A Confirmation of Payee (CoP) check is now available in beta for Xero-connected organisations using ApprovalMax Pay. This feature helps reduce the risk of payment fraud by verifying that the account name matches the bank details provided when payment details are added or edited.

CoP results, such as Full match, Close match, or No match, are displayed directly in the Payment Details section.

A close-up of a white background AI-generated content may be incorrect.

CoP results are also shown during Batch Payment creation.

A screenshot of a phone AI-generated content may be incorrect.

If you'd like to enable this feature for your ApprovalMax Organisation, please contact us.

NotesPlease note: CoP is checked only for Payment details with 'UK' bank country and GBP currency

NotesPlease note: This update was added after the initial release.



What's Improved

Reviewers can now cancel requests

Reviewers now have the ability to cancel requests directly, on any workflow step and for any request type or integration. Previously, Reviewers could only submit requests for approval, leaving cancellation decisions to Requesters.

This update gives Reviewers more control and helps prevent unnecessary approval routing for duplicate, incorrect, or outdated requests.



Admins can now cancel Airwallex Batch Payments in “Awaiting payment” status

Organisation Administrators in Xero-connected organisations can now cancel Airwallex Batch Payments on “Awaiting payment” status. Previously, only the original Requester had permission to cancel at this request stage.

 


“Amount due” field  now available in Xero Bill reports

You can now include the Amount due field in both Request and Line Item reports for Xero Bills in Approved or Awaiting payment status. The column is hidden by default in the report, but can be added via the Report Setup in the Bill Details section.



What's Fixed

In general
  1. Users will be redirected to the login page after session expiration (15 minutes of inactivity)
  2. Users can now successfully accept invitations after signing in with SSO.
  3. The Workflows and On hold folders are now visible in the sidebar immediately after connecting a new organisation. 


Xero
  1. The correct timezone is now reliably set in ApprovalMax after connecting to Xero.
  2. PDF attachments in Xero-connected requests can be previewed using the mobile browser’s “side-by-side” view. PDFs now render correctly on supported mobile devices.
 

    • Related Articles

    • Release 2025-04-24

      What's New What's Improved What's Fixed What's New The Journal Entry workflow for NetSuite is in General Availability NetSuite-connected Organisations can now set up and manage Journal Entry workflows in ApprovalMax. This supports the approval of ...

    • Release 2025-06-17

      What's New ApprovalMax Capture for QuickBooks Online Expenses is now in General Availability ApprovalMax Capture can now be used with QuickBooks Online Expense requests. This feature lets you automatically extract data from uploaded expense documents ...

    • Release 2025-07-08

      What's New Bill-to-PO Matching on the Editing form for QuickBooks Online is in General Availability For QuickBooks Online connected Organisations, Purchase Orders are now automatically matched when a Bill is copied from a Purchase Order in ...

    • Release 2025-03-17

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

    • How to create an AP Credit Note with CIS deduction

      First, set up an AP Credit Note workflow in ApprovalMax. Then, create a Credit Note in Xero, specify the CIS Contact and CIS account for Accounts Payable, save the request and submit it for approval: Sync the requests from your Xero Organisation to ...