General release information

Release 1.9.0 has been released on the 1st of March 2024 and contains numerous enhancements and bug fixes. Below you can find more information related to the enhancements and bug fixes. We will update your Production account automatically and the Sandbox account can be updated from your (the customer's) end at any given time.

Enhancements

FFA-936 Advanced Intercompany Journal Entry support

This version introduces approval routing support for Advanced Intercompany Journal Entries. Advanced Intercompany Journal Entries often require intricate approval structures, as multiple Approval Matrices can be applied based on different subsidiary requirements.

To illustrate this capability, supported are scenarios where multiple Approval Matrices are associated with an Advanced Intercompany Journal Entry. Despite this complexity, the ZoneApprovals configuration remains consistent, anchored to the predefined set of the header level.

With this update, users gain the ability to manage complex approval processes more efficiently, particularly in scenarios involving Advanced Intercompany Journal Entries.

FFA-1128 Support of one approval per employee

Based on customer input, some users have been creating matrices with multiple approvers assigned for various combinations of standard and custom segmentation. However, when transactions with multiple items/accounts featuring different segmentations were submitted for approval, the approval logs were being applied to the audit trail multiple times. Consequently, each approver could receive multiple email requests for approval for the same transaction, leading to unnecessary email noise.

With this release, implemented is a solution to streamline the approval process. In the event when multiple approval parameters are applicable to a transaction, approvers will only receive a single email request for approval, regardless of the number of logs generated in the audit trail.

Only prerequisite to enable this feature, is to active the "Require One Approval Per Employee" toggle on the ZoneApprovals Matrix.

This enhancement aims to enhance user experience by minimizing email clutter and ensuring that approvers receive only notifications as approval requests.

FFA-1174 Support of dynamically sourcing a Group of approvers

In previous versions introduced was the support of dynamic sourcing of Approvers, as set in custom fields of user’s transactions or entity records. Starting with this version release, the support of dynamic retrieval of Group Approvers is supported too. To set a dynamic source of Group Approvers, two prerequisites are present:

(1) A configuration of the field ID that will hold the group on the ZoneApprovals Configuration:

(2) To retrieve this value inside the ZoneApprovals Matrix, the Sourced Predefined Group Approver should be selected as an Approver:

FFA-1219 Display Approvers with full Employee code, Name and Surname if Auto-generated numbers are enabled

There are NetSuite users that have activated the Auto-generated number display functionality for their employees (Setup > Company > Auto-generated numbers). When enabled, inside the ZoneApproval matrix, only displayed was the employee number.

In this latest version release, an enhancement has been introduced to display the auto-generated number of users, including their First and Last names.

FFA-1254 Overcome query limitation of 5000 records

This release introduces enhancements to the Approval matrix functionality, building upon the improvements initiated in response to user requirements. There are NetSuite users with more than 5000 segments, vendor records, employees (and etc.) that required value selection on the ZoneApprovals matrix. Just because the Matrix was built up of a scripted query, the records loading was capped at 5000 values.

With this version release, this limitation no longer exists, and the support of high volume users is reached.

FFA-1275 Display icons next to names in the autocomplete component

The ZoneApprovals Matrix brings an improved aesthetics look in this version release. This improvement is thanks to the image icon displayed next to each Approver inside the matrix. Users with employee records containing images will now see these visual representations displayed alongside the respective Approvers, enhancing the overall visual appeal of the interface.

FFA-1328 Rename the "Exclude Bank Reconciliation-related transaction from approval" checkbox

The "Exclude Bank Reconciliation-related transactions" checkbox present in the ZoneApprovals configuration has been renamed to "Exclude ZoneReconcile-related transactions".

FFA-1329 Rename the ZoneApprovals menu

The ZoneApprovals menu has been renamed from ZoneApprovals, to ZoneApprovals Setup.

Bug fixes

FFA-1155 DEFAULT APPROVER is not respected when set on Child configuration

Since previous version releases, fully supported is the setup of a custom Approver on the child configuration and the ZoneApprovlas Matrix. Yet, there can be events in which users would keep the setup on the Matrix, but remove the field on the child configuration or set no value on their transactions or entity records. In these cases, the default approver is used as a fallback approver. Nevertheless, the default approver was only defaulting to the main approval configuration and omitted if configured on the child.

This issue is now fully resolved, and default approver is respected is set on both configurations accordingly.

FFA-1271 Delegates are not assigned in all cases

In earlier versions, users encountered inconsistencies when assigning Delegates to Approvers. The system failed to respect multiple Delegates and different assigned dates as expected. There were cases when delegates were overriding approvers.

With this release, a significant improvement has been made to the Delegates functionality, empowering users to modify setups as needed.