All articles

  1. 1 December, 2016 release

  2. 1 December, 2018 release

  3. 1 July, 2018 release

  4. 1 March, 2017 release

  5. 1 May, 2018 release

  6. 1 November, 2018 release

  7. 1 September, 2017 release

  8. 10 August, 2016 release

  9. 10 January, 2016 release

  10. 10 June, 2018 release

  11. 10 October, 2016 release

  12. 10 October, 2017 release

  13. 11 April, 2017 release

  14. 11 August, 2017 release

  15. 11 January, 2016 release

  16. 11 June, 2018 release

  17. 11 November, 2018 release

  18. 12 April, 2017 release

  19. 12 August, 2018 release

  20. 12 December, 2018 release

  21. 12 June, 2018 release

  22. 12 October, 2016 release

  23. 13 December, 2016 release

  24. 13 December, 2017

  25. 13 February, 2017 release

  26. 13 March, 2016 release

  27. 13 March, 2017 release

  28. 13 October, 2017 release

  29. 14 August, 2017 release

  30. 14 December, 2016 release

  31. 14 February, 2017 release

  32. 14 June, 2018 release

  33. 15 December, 2018 release

  34. 15 June, 2018 release

  35. 15 May, 2017 release

  36. 15 November, 2017

  37. 15 September, 2017 release

  38. 16 August, 2018 release

  39. 16 January, 2018

  40. 16 July, 2016 release

  41. 16 June, 2018 release

  42. 16 May, 2016 release

  43. 16 May, 2017 release

  44. 16 October, 2017 release

  45. 16 September, 2016 release

  46. 16 September, 2018 release

  47. 17 August, 2017 release

  48. 17 August, 2018 release

  49. 17 May, 2017 release

  50. 18 April, 2017 release

  51. 18 January, 2016 release

  52. 18 July, 2017 release

  53. 18 May, 2017 release

  54. 18 October, 2017 release

  55. 18 September, 2017 release

  56. 19 April, 2016 release

  57. 19 January, 2016 release

  58. 19 Jun, 2018 release

  59. 19 March, 2016 release

  60. 19 March, 2017 release

  61. 19 November, 2018 release

  62. 19 October, 2017 release

  63. 2 April, 2017 release

  64. 2 April, 2018 release

  65. 2 August, 2017 release

  66. 2 December, 2018 release

  67. 2 November, 2016 release

  68. 20 August, 2018 release

  69. 20 January, 2017 release

  70. 20 July, 2018 release

  71. 20 June, 2018 release

  72. 20 October, 2016 release

  73. 20 September, 2016 release

  74. 21 August, 2017 release

  75. 21 August, 2018 release

  76. 21 February, 2016 release

  77. 21 July, 2016 release

  78. 21 June, 2017 release

  79. 21 March, 2016 releases

  80. 21 March, 2017 release

  81. 21 September, 2017 release

  82. 22 August, 2017 release

  83. 22 August, 2018 release

  84. 22 January, 2016 release

  85. 22 November, 2017

  86. 22 November, 2018 release

  87. 23 April, 2016 release

  88. 23 August, 2017 release

  89. 23 March, 2018 release

  90. 23 September, 2016 release

  91. 24 August, 2017 release

  92. 24 August, 2018 release

  93. 24 June, 2018 release

  94. 24 March, 2016 release

  95. 24 May, 2017 release

  96. 25 June, 2016 release

  97. 25 June, 2017 release

  98. 25 March, 2018 release

  99. 25 May, 2018 release

  100. 25 September, 2017 release

  101. 26 July, 2017 released

  102. 26 June, 2017 release

  103. 26 October, 2017 release

  104. 27 April, 2016 release

  105. 27 August, 2018 release

  106. 27 February, 2017 release

  107. 27 June, 2017 release

  108. 27 May, 2016 release

  109. 27 November, 2017

  110. 28 February, 2016 release

  111. 28 January, 2016 release

  112. 28 July, 2016 release

  113. 28 July, 2017 release

  114. 28 March, 2016 release

  115. 28 May, 2016 release

  116. 29 June, 2016 release

  117. 29 May, 2018 release

  118. 29 November, 2018 release

  119. 3 December, 2018 release

  120. 3 June, 2016 release

  121. 3 May, 2017 release

  122. 3 October, 2018 release

  123. 30 August, 2016 release

  124. 30 August, 2017 release

  125. 30 May, 2017 release

  126. 30 October, 2017 release

  127. 31 January, 2017 release

  128. 31 July, 2016 release

  129. 31 October, 2017

  130. 4 April, 2018 release

  131. 4 August, 2017 release

  132. 4 December, 2017

  133. 4 February, 2016 release

  134. 4 July, 2018 release

  135. 4 May, 2018 release

  136. 4 October, 2017 release

  137. 5 April, 2016 release

  138. 5 December, 2017

  139. 5 December, 2018 release

  140. 5 July, 2018 release

  141. 5 October, 2016 release

  142. 5 September, 2017 release

  143. 6 April, 2016 release

  144. 6 April, 2017 release

  145. 6 December, 2018 release

  146. 6 January, 2016 release

  147. 6 June, 2016 release

  148. 6 March, 2016 release

  149. 6 September, 2018 release

  150. 7 August, 2017 release

  151. 7 August, 2018 release

  152. 7 December, 2018 release

  153. 7 February, 2017 release

  154. 7 February, 2018

  155. 7 July, 2017 release

  156. 7 June, 2016 release

  157. 7 March, 2017 release

  158. 7 November, 2017

  159. 7 September, 2017 release

  160. 8 August, 2016 release

  161. 8 August, 2017 release

  162. 8 December, 2018 release

  163. 8 June, 2017 release

  164. 8 September, 2017 release

  165. 9 August, 2018 release

  166. 9 February, 2017 release

  167. 9 January, 2016 release

  168. 9 July, 2018 release

  169. 9 June, 2018 release

  170. 9 March, 2017 release

  171. 9 October, 2017 release

  172. 9 September, 2016 release

  173. 9 September, 2018 release

  174. About

  175. Accrual Report .csv for Xero Manual Journal Entry

  176. Advanced settings for Bill to PO matching

  177. Approval of Xero Bills pulled from AutoEntry

  178. Approval of Xero Bills pulled from Datamolino

  179. Approval of Xero Bills pulled from Expensify

  180. Approval of Xero Bills pulled from EzzyBills

  181. Approval of Xero Bills pulled from Receipt Bank

  182. ApprovalMax for QuickBooks Online

  183. ApprovalMax for Xero

  184. Are attachments downloaded?

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

  186. Are there volume discounts available?

  187. Budget Management

  188. Can I approve QuickBooks Bills and Invoices?

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

  190. Can I have multiple subscription?

  191. Can I pay yearly/monthly

  192. Can I reconnect an ApprovalMax Organisation to a different Xero/QuickBooks Online organisation?

  193. Can I test without using real QuickBooks data?

  194. Can I try without using real Xero data?

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

  196. Contact us

  197. Contract approval

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

  199. File uploading lockout policy

  200. Force approval / rejection (override a decision)

  201. How "Bill review and coding" feature works

  202. How a lock date is handled

  203. How Accountants are notified about an approval

  204. How alternative rules in the approval matrix work

  205. How ApprovalMax is licensed

  206. How Approvers are notified

  207. How Approvers can make their decision

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

  209. How can I change my password?

  210. How can I create a PO in ApprovalMax?

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

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

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

  214. How can I switch off email notifications?

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

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

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

  218. How to activate a workflow (Purchase Order)

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

  220. How to cancel a rejected request

  221. How to cancel my subscription

  222. How to change a billing address

  223. How to change email

  224. How to change the payment method

  225. How to check which documents are not yet approved

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

  227. How to connect to QuickBooks Online

  228. How to connect to Xero

  229. How to create an Organisation

  230. How to create suppliers directly in ApprovalMax?

  231. How to define conditional Approvers (Approval Matrix)

  232. How to delete an Organisation

  233. How to enable Bill to PO Matching

  234. How to invite a user

  235. How to make tracking categories mandatory for Requesters?

  236. How to match Bills with their initial Purchase Orders

  237. How to off-board an Organisation

  238. How to onboard a new Organisation

  239. How to restrict a PO Requester

  240. How to revoke your decision

  241. How to select currency for QuickBooks Online PO

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

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

  244. How to set up a Delegate for yourself

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

  246. How to set up an approval workflow

  247. How to set up approval deadline

  248. How to split lines?

  249. How to start a paid subscription

  250. How to start a trial

  251. How to terminate a trial

  252. How to transfer an Organisation to another subscription

  253. How to transfer my account

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

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

  256. Managing Delegates as an Administrator

  257. Mark PO as Billed

  258. Mobile apps for Approvers and Requesters

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

  260. Parallel and sequential approvals

  261. Password policy

  262. PO copying

  263. Reports

  264. Roles in ApprovalMax

  265. SSL usage

  266. Support Policy

  267. Supported countries, taxes, currencies

  268. Supported countries, taxes, currencies

  269. User login lockout policy

  270. What "Xero API call rate exceeded" means

  271. What access should Xero users working with ApprovalMax have

  272. What are Classes and Locations used for?

  273. What are tracking categories used for?

  274. What data we will keep after termination

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

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

  277. What happens after an approval/rejection

  278. What happens after an approval/rejection

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

  280. What happens to data owned by the customer

  281. What happens when the trial ends?

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

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

  284. What is a Default Approver

  285. What is an Auditor?

  286. What is ApprovalMax

  287. What is Bill to PO Matching?

  288. What is the "Setup and Training" package

  289. What is the Instruction for Requesters?

  290. What is the Requester?

  291. What is the Safety Catch?

  292. What payment methods are available

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

  294. What Xero data does ApprovalMax modify?

  295. When can Bill to PO Matching be done?

  296. Where the data is stored

  297. Which Purchase Orders are available for matching?

  298. Which subscription plan is right for me

  299. Who can change requests

  300. Who can create approval requests?

  301. Who can do Bill to PO Matching

  302. Who can see requests

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

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

  305. Why buttons in the email do not work?

  306. Why can I not approve from the email?

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

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

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

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

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

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

  313. Why is my subscription shown as "Locked"

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

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

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

  317. Why Xero requester is not getting notifications?

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

  319. Xero AP Credit Note approval

  320. Xero AR Credit Note approval

  321. Xero Bills approval

  322. Xero data sync period

  323. Xero Purchase Order approval

  324. Xero Sales Invoice approval

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