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. 16 September, 2018 release

  42. 17 August, 2017 release

  43. 17 August, 2018 release

  44. 17 May, 2017 release

  45. 18 April, 2017 release

  46. 18 January, 2016 release

  47. 18 July, 2017 release

  48. 18 May, 2017 release

  49. 18 October, 2017 release

  50. 18 September, 2017 release

  51. 19 April, 2016 release

  52. 19 January, 2016 release

  53. 19 Jun, 2018 release

  54. 19 March, 2016 release

  55. 19 March, 2017 release

  56. 19 October, 2017 release

  57. 2 April, 2017 release

  58. 2 April, 2018 release

  59. 2 August, 2017 release

  60. 2 November, 2016 release

  61. 20 August, 2018 release

  62. 20 January, 2017 release

  63. 20 July, 2018 release

  64. 20 June, 2018 release

  65. 20 October, 2016 release

  66. 20 September, 2016 release

  67. 21 August, 2017 release

  68. 21 August, 2018 release

  69. 21 February, 2016 release

  70. 21 July, 2016 release

  71. 21 June, 2017 release

  72. 21 March, 2016 releases

  73. 21 March, 2017 release

  74. 21 September, 2017 release

  75. 22 August, 2017 release

  76. 22 August, 2018 release

  77. 22 January, 2016 release

  78. 22 November, 2017

  79. 23 April, 2016 release

  80. 23 August, 2017 release

  81. 23 March, 2018 release

  82. 23 September, 2016 release

  83. 24 August, 2017 release

  84. 24 August, 2018 release

  85. 24 June, 2018 release

  86. 24 March, 2016 release

  87. 24 May, 2017 release

  88. 25 June, 2016 release

  89. 25 June, 2017 release

  90. 25 March, 2018 release

  91. 25 May, 2018 release

  92. 25 September, 2017 release

  93. 26 July, 2017 released

  94. 26 June, 2017 release

  95. 26 October, 2017 release

  96. 27 April, 2016 release

  97. 27 August, 2018 release

  98. 27 February, 2017 release

  99. 27 June, 2017 release

  100. 27 May, 2016 release

  101. 27 November, 2017

  102. 28 February, 2016 release

  103. 28 January, 2016 release

  104. 28 July, 2016 release

  105. 28 July, 2017 release

  106. 28 March, 2016 release

  107. 28 May, 2016 release

  108. 29 June, 2016 release

  109. 29 May, 2018 release

  110. 3 June, 2016 release

  111. 3 May, 2017 release

  112. 3 October, 2018 release

  113. 30 August, 2016 release

  114. 30 August, 2017 release

  115. 30 May, 2017 release

  116. 30 October, 2017 release

  117. 31 January, 2017 release

  118. 31 July, 2016 release

  119. 31 October, 2017

  120. 4 April, 2018 release

  121. 4 August, 2017 release

  122. 4 December, 2017

  123. 4 February, 2016 release

  124. 4 July, 2018 release

  125. 4 May, 2018 release

  126. 4 October, 2017 release

  127. 5 April, 2016 release

  128. 5 December, 2017

  129. 5 July, 2018 release

  130. 5 October, 2016 release

  131. 5 September, 2017 release

  132. 6 April, 2016 release

  133. 6 April, 2017 release

  134. 6 January, 2016 release

  135. 6 June, 2016 release

  136. 6 March, 2016 release

  137. 6 September, 2018 release

  138. 7 August, 2017 release

  139. 7 August, 2018 release

  140. 7 February, 2017 release

  141. 7 February, 2018

  142. 7 July, 2017 release

  143. 7 June, 2016 release

  144. 7 March, 2017 release

  145. 7 November, 2017

  146. 7 September, 2017 release

  147. 8 August, 2016 release

  148. 8 August, 2017 release

  149. 8 June, 2017 release

  150. 8 September, 2017 release

  151. 9 August, 2018 release

  152. 9 February, 2017 release

  153. 9 January, 2016 release

  154. 9 July, 2018 release

  155. 9 June, 2018 release

  156. 9 March, 2017 release

  157. 9 October, 2017 release

  158. 9 September, 2016 release

  159. 9 September, 2018 release

  160. About

  161. Accrual Report .csv for Xero Manual Journal Entry

  162. Advanced settings for Bill to PO matching

  163. Approval of Xero Bills pulled from AutoEntry

  164. Approval of Xero Bills pulled from Datamolino

  165. Approval of Xero Bills pulled from Expensify

  166. Approval of Xero Bills pulled from EzzyBills

  167. Approval of Xero Bills pulled from Receipt Bank

  168. ApprovalMax for QuickBook Online

  169. ApprovalMax for Xero

  170. Are attachments downloaded?

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

  172. Are there volume discounts available?

  173. Budget Management

  174. Can I approve QuickBooks Bills and Invoices?

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

  176. Can I have multiple subscription?

  177. Can I pay yearly/monthly

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

  179. Can I test without using real QuickBooks data?

  180. Can I try without using real Xero data?

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

  182. Contact us

  183. Contract approval

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

  185. File uploading lockout policy

  186. Force approval / rejection (override a decision)

  187. How "Bill review and coding" feature works

  188. How a lock date is handled

  189. How Accountants are notified about an approval

  190. How alternative rules in the approval matrix work

  191. How ApprovalMax is licensed

  192. How Approvers are notified

  193. How Approvers can make their decision

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

  195. How can I change my password?

  196. How can I create a PO in ApprovalMax?

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

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

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

  200. How can I switch off email notifications?

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

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

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

  204. How to activate a workflow (Purchase Order)

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

  206. How to cancel a rejected request

  207. How to cancel my subscription

  208. How to change a billing address

  209. How to change email

  210. How to change the payment method

  211. How to check which documents are not yet approved

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

  213. How to connect to QuickBooks Online

  214. How to connect to Xero

  215. How to create an Organisation

  216. How to create suppliers directly in ApprovalMax?

  217. How to define conditional Approvers (Approval Matrix)

  218. How to enable Bill to PO Matching

  219. How to invite a user

  220. How to make tracking categories mandatory for Requesters?

  221. How to match Bills with their initial Purchase Orders

  222. How to move subscription to new email

  223. How to off-board an Organisation

  224. How to onboard a new Organisation

  225. How to remove a Company

  226. How to restrict a PO Requester

  227. How to revoke your decision

  228. How to select currency for QuickBooks Online PO

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

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

  231. How to set up a Delegate for yourself

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

  233. How to set up an approval workflow

  234. How to set up approval deadline

  235. How to split lines?

  236. How to start a paid subscription

  237. How to start a trial

  238. How to terminate a trial

  239. How to transfer an Organisation to another subscription

  240. How to transfer my account

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

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

  243. Managing Delegates as an Administrator

  244. Mark PO as Billed

  245. Mobile apps for Approvers and Requesters

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

  247. Parallel and sequential approvals

  248. Password policy

  249. PO clonning

  250. Reports

  251. Roles in ApprovalMax

  252. SSL usage

  253. Support Policy

  254. Supported countries, taxes, currencies

  255. Supported countries, taxes, currencies

  256. User login lockout policy

  257. What "Xero API call rate exceeded" means

  258. What access should Xero users working with ApprovalMax have

  259. What are Classes and Locations used for?

  260. What are tracking categories used for?

  261. What data we will keep after termination

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

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

  264. What happens after an approval/rejection

  265. What happens after an approval/rejection

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

  267. What happens to data owned by the customer

  268. What happens when the trial ends?

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

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

  271. What is a Default Approver

  272. What is an Auditor?

  273. What is ApprovalMax

  274. What is Bill to PO Matching?

  275. What is the "Setup and Training" package

  276. What is the Instruction for Requesters?

  277. What is the Requester?

  278. What is the Safety Catch?

  279. What payment methods are available

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

  281. What Xero data does ApprovalMax modify?

  282. When can Bill to PO Matching be done?

  283. Where the data is stored

  284. Which Purchase Orders are available for matching?

  285. Which subscription plan is right for me

  286. Who can change requests

  287. Who can create approval requests?

  288. Who can do Bill to PO Matching

  289. Who can see requests

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

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

  292. Why buttons in the email do not work?

  293. Why can I not approve from the email?

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

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

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

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

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

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

  300. Why is my subscription shown as "Locked"

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

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

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

  304. Why Xero requester is not getting notifications?

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

  306. Xero AP Credit Note approval

  307. Xero AR Credit Note approval

  308. Xero Bills approval

  309. Xero data sync period

  310. Xero Purchase Order approval

  311. Xero Sales Invoice approval

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