Release 2017-01-31

Release 2017-01-31

Adjustments to Fraud Prevention:

  1. In the past, if a document was approved outside of ApprovalMax without passing the predefined approval workflow, the default action was to send a notification and to automatically route such documents to ApprovalMax for approval. This setting has now been made optional to allow for the support of scenarios where documents are created and approved outside of Xero (e.g. in an Order Management system) and don't require further approval in ApprovalMax.
  2. ApprovalMax audit reports now include information on where the approval took place, in ApprovalMax or in Xero.
"Safety catch" feature added: when setting the approval workflow, it is now possible to set the default action to “Approve” or “Reject” for cases when no Approvers have been assigned.

The audit log now includes the events "Pulled from Xero"and "Pushed to Xero" for a more precise activity tracking.

    • Related Articles

    • Release 2019-01-16

      Release 2019-01-16 .XLS files are now allowed for QuickBooks Online Purchase Orders Fixed the issue of audit reports not being generated on some rare occasions when the decision in the first step was made by a Delegate All files attached to documents ...
    • Release 2019-03-19

      In this release we have focused on fixing minor issues and fine-tuning the Xero synchronisation. 
    • Release 2019-08-03

       FIX  Refactored email parsing mechanism  Several email servers are breaking links in the body of the letter which may cause a problem with processing such email replies. In current release we have provided an ability to overcome that issue and ...
    • Release 2021-09-22

       NEW  New navigation is generally available  Using the new navigation is crucial for a number of great new features we will release soon. More details can be found in the knowledge base article: ...
    • Release 2018-11-19

      We are in the process of making a number of enhancements to optimise the handling of large data amounts. With this release, we improved pulling large amounts of documents that were submitted for approval in Xero Added the "PO balance" field to the ...