Approvals - Release Notes
Version numbers follow a {major}.{minor}.{patch} numbering system. Patch version numbers may be skipped if a patch was released and rapidly superseded by a subsequent patch number. You can find information on how to update the Approvals bundle here.
Version 0.20.0
13 October 2026
NEW FEATURES:
- Attachment Cleanup: new opt-in script that removes the File Cabinet copies approval emails leave behind, and the empty folders they sit in. Ships Not Scheduled with a weekly recurrence prefilled
- Approval email attachment copies are now marked as the bundle's, and Attachment Cleanup deletes only marked copies; an Include Unmarked Copies option allows a one-time sweep of older copies
- Approval Rule Subsidiary ID now accepts IN (...) and NOT IN (...), for example NOT IN (2685,2686); plain lists work as before. Approval Matrix rows still take a plain list
IMPROVEMENTS:
- Approvals menu regrouped into Setup, My Approvals, Vendor Onboarding and Advanced in both centers
BUG FIXES:
- Changing the Subsidiary on a transaction now re-selects the Approval Process, as Department, Class and Location already do
- Approvals transaction fields now apply to the same 15 transaction types, adding Vendor Prepayment, Vendor Payment and the remaining status-only types
- Fix for Submit for Approval failing on record types missing Approvals fields, such as custom transaction types; missing fields are skipped and logged as APPROVALS_FIELD_MISSING
- Fix for Require One Approver adding a step back when the auto-approve formula approves the record
Version 0.19.0
21 September 2026
IMPROVEMENTS:
- Files that cannot be attached are listed in the email body with the reason
- The approval submit action now warns when a record's files exceed what its approval email can attach, before the email is sent
BUG FIXES:
- Approval review emails now limit attachments to 10 MB in total and 10 files per email, and stay within the sending script's available usage
- Approve and Reject are now shown only to users who hold a pending approval step on the record, including delegated approvers and group step members, and to Approve All roles and users
- Approving or rejecting now updates the current user's own approval step
- Approval review email attachments now skip Files for NetSuite record type configurations on the NetSuite File Cabinet connector and record an audit log entry naming the configuration; those files attach from the record's own Files tab
- 3-Way Match now excludes NetSuite tax lines from line matching
- 3-Way Match now reads item asset accounts only when the Inventory feature is enabled
Version 0.18.0
8 September 2026
NEW FEATURES:
- Three-way match for vendor bills: bills are matched against their purchase orders and item receipts, with exceptions and overage amounts surfaced on the bill
- Match tolerances for bill total, item total, expense total, account total and item rate average, with separate tax and shipping caps
- Each tolerance can be set as a percentage, a fixed amount, or the tighter or looser of the two
- Support for bills raised against multiple purchase orders, matched per purchase order
- Match Rules scoped by subsidiary and vendor, with the most specific rule governing
- Match Rule Manager: new guided setup interface for building match rules, with tolerance presets and a coverage map of matched subsidiaries and vendors
IMPROVEMENTS:
- Approval state fields now apply to Expense Report
BUG FIXES:
- Approval step thresholds and approval limits are now compared in the root subsidiary primary currency
- Approval matrix thresholds now convert the transaction total directly into the matrix compare currency
Version 0.17.10
19 August 2026
BUG FIXES:
- Delegated approvers are now resolved per member on group approval steps
- Posting period selection on final approval now skips adjustment periods
- Improved handling of the "Allow Posting to Locked Periods" setting on Approval Processes saved before the setting was introduced
Version 0.17.9
28 July 2026
IMPROVEMENTS:
- Optimization of review email generation
BUG FIXES:
- "Inactivate While Pending Approval" now reactivates entity and custom records on final approval
- Configured Approval Status Field is now honored on record types that also have a native approval status
Version 0.17.8
13 July 2026
NEW FEATURES:
- Vendor Onboarding Portal: configurable email sender for portal emails
IMPROVEMENTS:
- Approval review email attachments now support Files for NetSuite catch-all configurations (All Transactions, All Record Types) and resolve the correct folder path
- Security improvements to portal request logging
BUG FIXES:
- Fix for custom records giving "The record has already been updated" error on the external approval page
- Fix for auto-resend (nudge) emails not sending when review emails were sent without workflows
- Delegated approver start and end date fields now display in the correct order on the employee record; delegation dates from earlier versions are still honored after upgrade
Version 0.17.7
3 June 2026
NEW FEATURES:
- Approval Matrix Manager: new spreadsheet interface for building and editing approval matrix rows with drag-and-drop ordering and Excel-style copy/paste
- Support for role and position based approver slots in approval matrices
- Custom field criteria for matrix rows with unlimited conditions
- Compare currency support for matrix threshold evaluation
- Vendor Onboarding Portal integrated into the approvals bundle
- Approval review emails now support attachments from Files for NetSuite cloud storage
- Added configurable next approver field for custom record types
- Added setting for record types that require activation to populate approval step data
BUG FIXES:
- Fix for custom record auto-submit crashing when optional setup fields are not present
Version 0.17.6
8 April 2026
NEW FEATURES:
- Added a configuration option to lock the Approval Process field as read-only on a per-record-type basis
- Added invoice approval and rejection notifications to the transaction's Communication tab
BUG FIXES:
- Fix for invoices regarding Minimum Amount to Include step
- Fix for reminder email being sent instead of an approval notification
Version 0.17.5
6 March 2026
NEW FEATURES:
- Added support for bulk approvals in the procurement portal
Version 0.17.4
5 March 2026
IMPROVEMENTS:
- Improved: Bulk approval errors are now captured and reported per approval step
BUG FIXES:
- Fixed: Approval email links returning "We were unable to verify you" for grouped approval steps
Version 0.17.3
28 January 2026
NEW FEATURES:
- Added setting to toggle posting to locked periods
- Added setting to remove created by user from approval steps
BUG FIXES:
- Group steps will now acknowledge "internal only" flag to skip emails
Version 0.17.2
7 January 2026
NEW FEATURES:
- Added support for Advanced Intercompany Journal Entries.
- Added Employee specific override to allow approve/reject.
BUG FIXES:
- Fixed group steps to gracefully handle inactive approvers.
Version 0.17.1
1 December 2025
IMPROVEMENTS:
- Improvement to which step is marked approved for override approvers
- Updates for proper support for Journal Entry and Advanced Intercompany Journal Entries
BUG FIXES:
- Fix for record locking to apply during CSV updates if in effect
- Fix to prevent tracking approval process originator as "System User"
Version 0.17.0
12 November 2025
NEW FEATURES:
- Added initialization script to trigger approvals on records imported via CSV or which did not trigger workflows when originally created
- Tabs for custom fields and setups notes added to approval process, process line and record type configs
- Added JE Total Field to bundle and a script to populate it
- Auto-resend email (nudge) days can be configured from Approval Process now
IMPROVEMENTS:
- Improvements to handling of auto-submit function via CSV imports
- Separated out the auto-submit user event script for optional context filtering
- Improvement to exclude reversal JEs from approval processes
- Improvement to record locking scripts to lock on all contexts not just via user interface
Version 0.16.4
4 November 2025
NEW FEATURES:
- Ability to configure separate email template for nudge emails
- Multiple approval conditions with separate messages now available
- Auto-send nudge email days configurable at process level
- New dashboard list of "My Rejected Transactions"
IMPROVEMENTS:
- Improvement of dashboard Portlets for JE approvals
Version 0.16.3
17 October 2025
NEW FEATURES:
- Support for external services triggering approval processes
IMPROVEMENTS:
- Support for hyperlinks in bulk approval page
BUG FIXES:
- Fix for entity records with overlapping email address
- Fix for client script errors
Version 0.16.2
21 August 2025
NEW FEATURES:
- Feature to be able to disable approval button internally based on a condition for specific steps with a message to users
BUG FIXES:
- Fix for approval processes changing based on defaulting rules when already submitted and in progress
Version 0.16.1
Critical Update for 2025.2
18 August 2025
BUG FIXES:
- Critical fix for external approvals page to maintain compatibility with NetSuite 2025.2
Version 0.16.0
4 August 2025
NEW FEATURES:
- Ability to customize external form fields via record type setups
- Ability to show attachments to transactions on the external page
- Cross-support for the file sync bundle to show Sharepoint or Google Drive attachments on external page
IMPROVEMENTS:
- Update to record locking template workflow to better handle process cancellations
BUG FIXES:
- Fix to address require one approver not working when originator removed
Version 0.15.4
18 June 2025
IMPROVEMENTS:
- Approval process drop down filtered by record type
BUG FIXES:
- Fix for record conflict when clearing approval steps on reject
Version 0.15.3
12 June 2025
NEW FEATURES:
- Ability to setup an "exclude step" formula to exclude specific approval steps. Useful when driving criteria from transaction lines.
- Option to disable a approval line on an existing process
BUG FIXES:
- Fix for next email and attachments not sending in some case with newly released email alerts without workflows
Version 0.15.2
10 June 2025
NEW FEATURES:
- Vendor locking template workflow added to bundle for vendor approvals
IMPROVEMENTS:
- Re-evaluate include step formula criteria on entry of each step and remove step if no longer applicable
Version 0.15.1
5 June 2025
NEW FEATURES:
- Ability to setup email alerts on configs record without workflows
IMPROVEMENTS:
- New minor version bundle which removes earlier dependencies and simplifies install and setups
- Default email templates added as part of main bundle install
- Optimization on code libraries.
BUG FIXES:
- Fix for custom records giving "The record has already been updated" error
- Fix for "resend email" check box not clearing on record copy
Version 0.14.8
3 March 2025
NEW FEATURES:
- Opened up a module for local scripts to call
IMPROVEMENTS:
- Improvement to how approval groups are shown in email alerts
BUG FIXES:
- Query error fix
Version 0.14.7
16 February 2025
NEW FEATURES:
- Bulk approval screen as a portlet
IMPROVEMENTS:
- Email prior approval steps list improvement
BUG FIXES:
- Null string, incorrect filed error fixes
Version 0.14.6
30 Jan 2025
IMPROVEMENTS:
- Added system notes tracking to process and process line objects
BUG FIXES:
- Fix for submit button on custom record approval processes
- Fix for some emails not sending on entity approval processes
Version 0.14.5
23 Jan 2025
NEW FEATURES:
- Support for filtering records for auto-submit by a formula
- Ability to override email recipient on send email custom workflow action
BUG FIXES:
- Fix for steps missing entity name on email template
Version 0.14.4
19 Jan 2025
BUG FIXES:
- Fix for delegation being un-set with next approver step
Version 0.14.3
14 Jan 2025
NEW FEATURES:
- Dashboard Portlet script released in bundle for flexible approvals search results
BUG FIXES:
- Fix for ambiguous column name error after NetSuite release
Version 0.14.2
12 Dec 2024
NEW FEATURES:
- Ability to configure approval comments required per step
IMPROVEMENTS:
- Improved error message for formula field errors
Version 0.14.1
22 Nov 2024
IMPROVEMENTS:
- Hide submit and preview buttons when using auto-submit
- Show delegated approver at time of submit and re-evaluate on step entry
BUG FIXES:
- Update to check approval limits after filtering off steps based on criteria
- Account for removal of originator when approval limits being used
Version 0.14.0
11 Nov 2024
NEW FEATURES:
- Option to auto-submt asynchronously
IMPROVEMENTS:
- Deprecation of submit queue record type
BUG FIXES:
- Workflow improvements to prevent duplicate emails
Version 0.13.9
24 October 2024
NEW FEATURES:
- Configuration for record locking bypass roles split by during and after update
- Configuration setting to allow comments on approval internally
IMPROVEMENTS:
- Form updates
Version 0.13.8
24 October 2024
BUG FIXES:
- Fix for pending approval status re-submit
Version 0.13.7
18 October 2024
NEW FEATURES:
- Dashboard Portlets for approval transactions, employee center compatible
IMPROVEMENTS:
- Saved search and reporting updates
- Auto-submit improvements
Version 0.13.6
14 October 2024
IMPROVEMENTS:
- Auto-submit improvements
Version 0.13.4
17 Sep 2024
IMPROVEMENTS:
- Validate current approval step ID when approving or rejecting internally to ensure current approver is viewing record
- Improvement to employee name display when auto-numbering enabled on NetSuite
Version 0.13.3
12 Sep 2024
IMPROVEMENTS:
- External approval form date formatting
- Internal bundle structure updates
Version 0.13.2
8 Sep 2024
NEW FEATURES:
- Delegation page added to menu
- Set hierarchy based on formula
IMPROVEMENTS:
- Label changes
Version 0.13.1
4 Sep 2024
NEW FEATURES:
- Ability to include originator as an approval step
BUG FIXES:
- Fix for custom record auto-submit error
Version 0.13.0
21 Aug 2024
IMPROVEMENTS:
- Branding change to remove “Honey” from fields, records, tab names
BUG FIXES:
- Auto-submit approval setting moved to async queue to prevent duplicate approval alert emails
Version 0.12.6
15 Aug 2024
NEW FEATURES:
- Custom alert messaging to users for muti-match or no-match approval rules
IMPROVEMENTS:
- Subsidiary on approval rules now multi-select
BUG FIXES:
- Correct handling of converting approval limits from base currency to transaction currency
