All articles

  1. 1 December, 2016 release

  2. 1 July, 2018 release

  3. 1 March, 2017 release

  4. 1 May, 2018 release

  5. 1 September, 2017 release

  6. 10 August, 2016 release

  7. 10 January, 2016 release

  8. 10 June, 2018 release

  9. 10 October, 2016 release

  10. 10 October, 2017 release

  11. 11 April, 2017 release

  12. 11 August, 2017 release

  13. 11 January, 2016 release

  14. 11 June, 2018 release

  15. 12 April, 2017 release

  16. 12 August, 2018 release

  17. 12 June, 2018 release

  18. 12 October, 2016 release

  19. 13 December, 2016 release

  20. 13 December, 2017

  21. 13 February, 2017 release

  22. 13 March, 2016 release

  23. 13 March, 2017 release

  24. 13 October, 2017 release

  25. 14 August, 2017 release

  26. 14 December, 2016 release

  27. 14 February, 2017 release

  28. 14 June, 2018 release

  29. 15 June, 2018 release

  30. 15 May, 2017 release

  31. 15 November, 2017

  32. 15 September, 2017 release

  33. 16 August, 2018 release

  34. 16 January, 2018

  35. 16 July, 2016 release

  36. 16 June, 2018 release

  37. 16 May, 2016 release

  38. 16 May, 2017 release

  39. 16 October, 2017 release

  40. 16 September, 2016 release

  41. 17 August, 2017 release

  42. 17 August, 2018 release

  43. 17 May, 2017 release

  44. 18 April, 2017 release

  45. 18 January, 2016 release

  46. 18 July, 2017 release

  47. 18 May, 2017 release

  48. 18 October, 2017 release

  49. 18 September, 2017 release

  50. 19 April, 2016 release

  51. 19 January, 2016 release

  52. 19 Jun, 2018 release

  53. 19 March, 2016 release

  54. 19 March, 2017 release

  55. 19 October, 2017 release

  56. 2 April, 2017 release

  57. 2 April, 2018 release

  58. 2 August, 2017 release

  59. 2 November, 2016 release

  60. 20 January, 2017 release

  61. 20 July, 2018 release

  62. 20 June, 2018 release

  63. 20 October, 2016 release

  64. 20 September, 2016 release

  65. 21 August, 2017 release

  66. 21 February, 2016 release

  67. 21 July, 2016 release

  68. 21 June, 2017 release

  69. 21 March, 2016 releases

  70. 21 March, 2017 release

  71. 21 September, 2017 release

  72. 22 August, 2017 release

  73. 22 January, 2016 release

  74. 22 November, 2017

  75. 23 April, 2016 release

  76. 23 August, 2017 release

  77. 23 March, 2018 release

  78. 23 September, 2016 release

  79. 24 August, 2017 release

  80. 24 June, 2018 release

  81. 24 March, 2016 release

  82. 24 May, 2017 release

  83. 25 June, 2016 release

  84. 25 June, 2017 release

  85. 25 March, 2018 release

  86. 25 May, 2018 release

  87. 25 September, 2017 release

  88. 26 July, 2017 released

  89. 26 June, 2017 release

  90. 26 October, 2017 release

  91. 27 April, 2016 release

  92. 27 February, 2017 release

  93. 27 June, 2017 release

  94. 27 May, 2016 release

  95. 27 November, 2017

  96. 28 February, 2016 release

  97. 28 January, 2016 release

  98. 28 July, 2016 release

  99. 28 July, 2017 release

  100. 28 March, 2016 release

  101. 28 May, 2016 release

  102. 29 June, 2016 release

  103. 29 May, 2018 release

  104. 3 June, 2016 release

  105. 3 May, 2017 release

  106. 30 August, 2016 release

  107. 30 August, 2017 release

  108. 30 May, 2017 release

  109. 30 October, 2017 release

  110. 31 January, 2017 release

  111. 31 July, 2016 release

  112. 31 October, 2017

  113. 4 April, 2018 release

  114. 4 August, 2017 release

  115. 4 December, 2017

  116. 4 February, 2016 release

  117. 4 July, 2018 release

  118. 4 May, 2018 release

  119. 4 October, 2017 release

  120. 5 April, 2016 release

  121. 5 December, 2017

  122. 5 July, 2018 release

  123. 5 October, 2016 release

  124. 5 September, 2017 release

  125. 6 April, 2016 release

  126. 6 April, 2017 release

  127. 6 January, 2016 release

  128. 6 June, 2016 release

  129. 6 March, 2016 release

  130. 7 August, 2017 release

  131. 7 August, 2018 release

  132. 7 February, 2017 release

  133. 7 February, 2018

  134. 7 July, 2017 release

  135. 7 June, 2016 release

  136. 7 March, 2017 release

  137. 7 November, 2017

  138. 7 September, 2017 release

  139. 8 August, 2016 release

  140. 8 August, 2017 release

  141. 8 June, 2017 release

  142. 8 September, 2017 release

  143. 9 August, 2018 release

  144. 9 February, 2017 release

  145. 9 January, 2016 release

  146. 9 July, 2018 release

  147. 9 June, 2018 release

  148. 9 March, 2017 release

  149. 9 October, 2017 release

  150. 9 September, 2016 release

  151. About

  152. Accrual Report .csv for Xero Manual Journal Entry

  153. Advanced settings for Bill to PO matching

  154. Approval of Xero Bills pulled from Expensify

  155. Approval of Xero Bills pulled from Receipt Bank

  156. ApprovalMax for QuickBook Online

  157. ApprovalMax for Xero

  158. Are attachments downloaded?

  159. Are audit reports sent to the customer with the Sales Invoice?

  160. Are there volume discounts available?

  161. Budget Management

  162. Can I approve QuickBooks Bills and Invoices?

  163. Can I download multiple Audit Reports in a single archive?

  164. Can I have multiple subscription?

  165. Can I pay yearly/monthly

  166. Can I reconnect an ApprovalMax Organisation to a different Xero/QBO organisation?

  167. Can I test without using real QuickBooks data?

  168. Can I try without using real Xero data?

  169. Can incoming Bills be matched with POs?

  170. Can the workflow be set that either of the Approvers can approve?

  171. Contact us

  172. Contract approval

  173. Do Amounts in the approval matrix include VAT or not?

  174. File uploading lockout policy

  175. Force approval / rejection (override a decision)

  176. How "Bill review and coding" feature works

  177. How a lock date is handled

  178. How Accountants are notified about an approval

  179. How alternative rules in the approval matrix work

  180. How ApprovalMax is licensed

  181. How Approvers are notified

  182. How Approvers can make their decision

  183. How can I change Approvers for a particular request on the fly?

  184. How can I change my password?

  185. How can I create a PO in ApprovalMax?

  186. How can I navigate fast to the knowledge base or a website?

  187. How can I print an approved PO from ApprovalMax?

  188. How can I print an approved PO from Xero?

  189. How can I switch off email notifications?

  190. How can the auto-approval of requests be avoided?

  191. How does the Xero Purchasing Officer find out if an email with the Purchase Order has been sent to the Supplier

  192. How is Bill to PO Matching reflected in reporting?

  193. How to activate a workflow (Purchase Order)

  194. How to apply changes to the approval workflow for not yet approved requests

  195. How to cancel a rejected request

  196. How to cancel my subscription

  197. How to change a billing address

  198. How to change email

  199. How to change the payment method

  200. How to check which documents are not yet approved

  201. How to configure the PDF file of a Purchase Order that will be sent to the customer

  202. How to connect to QuickBooks Online

  203. How to connect to Xero

  204. How to create a Company

  205. How to create suppliers directly in ApprovalMax?

  206. How to define conditional Approvers (Approval Matrix)

  207. How to enable Bill to PO Matching

  208. How to invite a user

  209. How to make tracking categories mandatory for Requesters?

  210. How to match Bills with their initial Purchase Orders

  211. How to move subscription to new email

  212. How to off-board an Organisation

  213. How to onboard a new Organisation

  214. How to remove a Company

  215. How to restrict a PO Requester

  216. How to revoke your decision

  217. How to select currency for QuickBooks Online PO

  218. How to set "Does not match" condition in the approval matrix

  219. How to set up a Contract approval workflow and create a Contract

  220. How to set up a Delegate for yourself

  221. How to set up a Travel Request approval workflow and create a Travel Request

  222. How to set up an approval workflow

  223. How to set up approval deadline

  224. How to start a paid subscription

  225. How to start a trial

  226. How to terminate a trial

  227. How to transfer an Organisation to another subscription

  228. How to transfer my account

  229. If the initial Requester does not 'tick' the "Email to Supplier" box, how can the Approver easily spot this

  230. Is it possible to use ApprovalMax as a stand alone solution?

  231. Managing Delegates as an Administrator

  232. Mark PO as Billed

  233. Mobile apps for Approvers and Requesters

  234. Our rules contain base currency values; what if we have a request with another currency?

  235. Parallel and sequential approvals

  236. Password policy

  237. PO clonning

  238. Reports

  239. Roles in ApprovalMax

  240. SSL usage

  241. Support Policy

  242. Supported countries, taxes, currencies

  243. Supported countries, taxes, currencies

  244. User login lockout policy

  245. What "Xero API call rate exceeded" means

  246. What access should Xero users working with ApprovalMax have

  247. What are Classes and Locations used for?

  248. What are tracking categories used for?

  249. What data we will keep after termination

  250. What does "Fraud Detection — bypassing approval workflow" setting?

  251. What does "Fraud Detection — changes after approval" setting?

  252. What happens after an approval/rejection

  253. What happens after an approval/rejection

  254. What happens if the "Duration for approval" time expires?

  255. What happens to data owned by the customer

  256. What happens when the trial ends?

  257. What if Xero requests are not being pulled to ApprovalMax?

  258. What initial preparation is needed before requests can be created?

  259. What is a Default Approver

  260. What is an Auditor?

  261. What is ApprovalMax

  262. What is Bill to PO Matching?

  263. What is the "Setup and Training" package

  264. What is the Instruction for Requesters?

  265. What is the Requester?

  266. What is the Safety Catch?

  267. What payment methods are available

  268. What to do if users can not log in?

  269. What Xero data does ApprovalMax modify?

  270. When can Bill to PO Matching be done?

  271. Where the data is stored

  272. Which Purchase Orders are available for matching?

  273. Which subscription plan is right for me

  274. Who can change requests

  275. Who can create approval requests?

  276. Who can do Bill to PO Matching

  277. Who can see requests

  278. Why are Bills not pulled from Xero to ApprovalMax?

  279. Why are taxes changed to Tax Exclusive after the PO is sent?

  280. Why buttons in the email do not work?

  281. Why can I not approve from the email?

  282. Why do I get "5015 - Failed to validate signature" error

  283. Why do I see a "Trial expired" message?

  284. Why do QuickBooks Online reports not show POs raised in ApprovalMax?

  285. Why do suppliers not appear in ApprovalMax after being created in Xero?

  286. Why does the Item Code not show in the PO PDF?

  287. Why I do not see a place for a PO# to be inputted during PO creation?

  288. Why is my subscription shown as "Locked"

  289. Why is there just one integrated workflow compared to the Xero integration?

  290. Why sometimes Audit Reports are not attached to Xero document?

  291. Why vendor email is missing in PO creation form?

  292. Why Xero requester is not getting notifications?

  293. Will I be charged GST / VAT / Consumption Tax?

  294. Xero AP Credit Note approval

  295. Xero AR Credit Note approval

  296. Xero Bills approval

  297. Xero data sync period

  298. Xero Purchase Order approval

  299. Xero Sales Invoice approval

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