New Functionality - +And Conditions for Xero

Along with being able to set Conditional Fields for our Xero integration you can now extend this functionality to include +And conditions. This lets you set up multiple rules for the same transaction.

In the below example any Bills over a total value of $200 '+And' with the Line Item Tracking Option of GL will go to the Management Panel as an approval request. Any transactions that do not meet 'both' conditions will not be sent to any Panel for approval.

You can add as many +And conditions as you like simply by selecting it from the top of the Panel drop down. This will add a separate line item each time. If you use our Xero integration and have been waiting for this feature then its ready for you to start using now.

New Functionality – Required Response Setting.

Another really popular feature request we are happy to release is the ability to set up a Panel (Approval Workflow) with any number of members and set a designated number of responses required to approve (or decline) a request. For example, you may have a Panel with 5 members and any of these members can approve or decline requests, you can set the number of required responses to 2 meaning only 2 out of the 5 members are required to respond to the request. The default setting for all Panels is ‘All’ meaning all Panel members are required to respond.

This feature works really well in conjunction with the new ‘My Pending’ folder so you can clearly and quickly see only the requests you need to respond too. Try it now by going to the ‘Panels’ page and selecting the corresponding ‘I’ icon. Make the selection of your choice using the drop down and save. Any new requests you now send to that Panel will only require that number of responses.

Sick of Emails? Now you can choose to not receive any for your approval.

Email can be a contentious topic at the best if times and if you start getting peppered with the same thing day in day out it can really make the blood boil. Fortunately, here at Approval Donkey we have just released functionality that means we won’t to responsible for boiling anyone’s blood. So now you can choose to NOT receive any approval requests via Email. To do this go to the ‘Setting’s page (select the ‘gear’ icon next to your email) and un-tick the box ‘Receive Emails for New Requests’

If you do choose to not receive any requests via email you will only be able to approve or decline requests by logging into Approval Donkey. Because you won’t get any notification of an outstanding request we would recommend you choose to receive the Digest Email Report at a frequency of your choice. This report is a consolidated view of activity on your account including any Pending and Overdue requests you may have, so you don’t miss anything important.