New Features from ApprovalMax image

New Features from ApprovalMax

New features from ApprovalMax including: updated navigation, line item level reports, scheduled summary emails to approvers, and more (May 2021)

Posted byApprovalMax
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Introducing ApprovalMax Practice Staff

Practice Staff is our new functionality that allows practices to add their employees as ApprovalMax users who can manage the organisations and subscriptions of customers.

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Updated navigation: learn what’s new

For a more seamless experience and to make your work even more efficient ApprovalMax is launching a new in-product navigation, which you can enable manually after logging into the product.

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New reporting feature: line item reports and scheduling

ApprovalMax is making reports even more actionable and convenient: you can now generate reports with line item details and schedule reports generation and delivery to selected email addresses.

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Creating bills from purchase orders

Now you can save time when creating new bills, by copying a purchase order. This feature is available for both Xero and QuickBooks Online.

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Workflow export

When it’s necessary to show someone your workflow’s setup details, just go there and click on the “Export workflow” button to generate a PDF document with a text description of that flow.

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Scheduled summary emails to approvers

This new feature brings additional flexibility to the notification settings and helps approvers to organise their work in a more efficient way.

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