Xero credit notes

  • Preserves multiple credit-note lines during export.
  • Retains line-level tracking categories, tax, account, quantity, discount, and item details.


Expense visibility

  • Restricts Expense-only users to their own claims.
  • Applies restrictions to lists, direct access, and newly created claims.
  • Users with approver, accounting, supervisor, analyst, admin, or system access retain broader visibility.


Expense workflow and export improvements

  • Adds Expense User and Expense Approver workflow roles.
  • Corrects role matching and workflow-schema fallback selection.
  • Extends workflow approver management to expenses and purchase orders.
  • Adds expense approval-log attachments for Acumatica and MYOB exports.
  • Improves Acumatica recovery when an existing bill is missing or tax-detail optimisation fails.
  • Corrects the voucher export “Due” column.


Reimbursement permissions

  • Limits reimbursement actions to Expense Approvers, Accountants, and Supervisors.
  • Hides reimbursement controls from unauthorised users.
  • Enforces the same permission server-side.


Purchase-order paid status

  • Adds the missing IsPaid value to purchase-order results.
  • Corrects the Paid grid column and filter.


Configurable custom fields

  • Adds up to five configurable purchase-order header fields.
  • Supports labels, field types, required fields, PDF display, grid columns, footer placement, and approver editing permissions.
  • Allows fields to be enabled for all documents or specifically for POs, vouchers, or expenses.
  • Adds server-side validation for required fields and restricted approver edits.


Xero audit-log export

  • Exports approval logs through the standard attachment pipeline.
  • Supports both invoices and credit notes.
  • Includes updated invoices when audit-log export is enabled.
  • Handles missing workflow states, notes, and credit-header information safely.