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 June, 2018 release

  17. 12 October, 2016 release

  18. 13 December, 2016 release

  19. 13 December, 2017

  20. 13 February, 2017 release

  21. 13 March, 2016 release

  22. 13 March, 2017 release

  23. 13 October, 2017 release

  24. 14 August, 2017 release

  25. 14 December, 2016 release

  26. 14 February, 2017 release

  27. 14 June, 2018 release

  28. 15 June, 2018 release

  29. 15 May, 2017 release

  30. 15 November, 2017

  31. 15 September, 2017 release

  32. 16 January, 2018

  33. 16 July, 2016 release

  34. 16 June, 2018 release

  35. 16 May, 2016 release

  36. 16 May, 2017 release

  37. 16 October, 2017 release

  38. 16 September, 2016 release

  39. 17 August, 2017 release

  40. 17 May, 2017 release

  41. 18 April, 2017 release

  42. 18 January, 2016 release

  43. 18 July, 2017 release

  44. 18 May, 2017 release

  45. 18 October, 2017 release

  46. 18 September, 2017 release

  47. 19 April, 2016 release

  48. 19 January, 2016 release

  49. 19 Jun, 2018 release

  50. 19 March, 2016 release

  51. 19 March, 2017 release

  52. 19 October, 2017 release

  53. 2 April, 2017 release

  54. 2 April, 2018 release

  55. 2 August, 2017 release

  56. 2 November, 2016 release

  57. 20 January, 2017 release

  58. 20 June, 2018 release

  59. 20 October, 2016 release

  60. 20 September, 2016 release

  61. 21 August, 2017 release

  62. 21 February, 2016 release

  63. 21 July, 2016 release

  64. 21 June, 2017 release

  65. 21 March, 2016 releases

  66. 21 March, 2017 release

  67. 21 September, 2017 release

  68. 22 August, 2017 release

  69. 22 January, 2016 release

  70. 22 November, 2017

  71. 23 April, 2016 release

  72. 23 August, 2017 release

  73. 23 March, 2018 release

  74. 23 September, 2016 release

  75. 24 August, 2017 release

  76. 24 June, 2018 release

  77. 24 March, 2016 release

  78. 24 May, 2017 release

  79. 25 June, 2016 release

  80. 25 June, 2017 release

  81. 25 March, 2018 release

  82. 25 May, 2018 release

  83. 25 September, 2017 release

  84. 26 July, 2017 released

  85. 26 June, 2017 release

  86. 26 October, 2017 release

  87. 27 April, 2016 release

  88. 27 February, 2017 release

  89. 27 June, 2017 release

  90. 27 May, 2016 release

  91. 27 November, 2017

  92. 28 February, 2016 release

  93. 28 January, 2016 release

  94. 28 July, 2016 release

  95. 28 July, 2017 release

  96. 28 March, 2016 release

  97. 28 May, 2016 release

  98. 29 June, 2016 release

  99. 29 May, 2018 release

  100. 3 June, 2016 release

  101. 3 May, 2017 release

  102. 30 August, 2016 release

  103. 30 August, 2017 release

  104. 30 May, 2017 release

  105. 30 October, 2017 release

  106. 31 January, 2017 release

  107. 31 July, 2016 release

  108. 31 October, 2017

  109. 4 April, 2018 release

  110. 4 August, 2017 release

  111. 4 December, 2017

  112. 4 February, 2016 release

  113. 4 July, 2018 release

  114. 4 May, 2018 release

  115. 4 October, 2017 release

  116. 5 April, 2016 release

  117. 5 December, 2017

  118. 5 July, 2018 release

  119. 5 October, 2016 release

  120. 5 September, 2017 release

  121. 6 April, 2016 release

  122. 6 April, 2017 release

  123. 6 January, 2016 release

  124. 6 June, 2016 release

  125. 6 March, 2016 release

  126. 7 August, 2017 release

  127. 7 February, 2017 release

  128. 7 February, 2018

  129. 7 July, 2017 release

  130. 7 June, 2016 release

  131. 7 March, 2017 release

  132. 7 November, 2017

  133. 7 September, 2017 release

  134. 8 August, 2016 release

  135. 8 August, 2017 release

  136. 8 June, 2017 release

  137. 8 September, 2017 release

  138. 9 February, 2017 release

  139. 9 January, 2016 release

  140. 9 July, 2018 release

  141. 9 June, 2018 release

  142. 9 March, 2017 release

  143. 9 October, 2017 release

  144. 9 September, 2016 release

  145. About

  146. Accrual Report .csv for Xero Manual Journal Entry

  147. Advanced settings for Bill to PO matching

  148. Approval of Xero Bills pulled from Expensify

  149. Approval of Xero Bills pulled from Receipt Bank

  150. ApprovalMax for QuickBook Online

  151. ApprovalMax for Xero

  152. Are attachments downloaded?

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

  154. Available subscriptions

  155. Budget Management

  156. Can I approve QuickBooks Bills and Invoices?

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

  158. Can I test without using real QuickBooks data?

  159. Can I try without using real Xero data?

  160. Can incoming Bills be matched with POs?

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

  162. Contact us

  163. Contract approval

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

  165. File uploading lockout policy

  166. Force approval / rejection (override a decision)

  167. How "Bill review and coding" feature works

  168. How a lock date is handled

  169. How Accountants are notified about an approval

  170. How alternative rules in the approval matrix work

  171. How Approvers are notified

  172. How Approvers can make their decision

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

  174. How can I change my password?

  175. How can I create a PO in ApprovalMax?

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

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

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

  179. How can I switch off email notifications?

  180. How can I view the details of my ApprovalMax account?

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

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

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

  184. How to activate a workflow (Purchase Order)

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

  186. How to cancel a rejected request

  187. How to change email

  188. How to check which documents are not yet approved

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

  190. How to connect to QuickBooks Online

  191. How to connect to Xero

  192. How to create a Company

  193. How to create suppliers directly in ApprovalMax?

  194. How to define conditional Approvers (Approval Matrix)

  195. How to enable Bill to PO Matching

  196. How to invite a user

  197. How to make tracking categories mandatory for Requesters?

  198. How to match Bills with their initial Purchase Orders

  199. How to move subscription to new email

  200. How to remove a Company

  201. How to restrict a PO Requester

  202. How to revoke your decision

  203. How to select currency for QuickBooks Online PO

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

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

  206. How to set up a Delegate for yourself

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

  208. How to set up an approval workflow

  209. How to set up approval deadline

  210. How to start a trial

  211. How to switch from a trial to a paid subscription

  212. How to terminate a trial or paid subscription

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

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

  215. Managing Delegates as an Administrator

  216. Mark PO as Billed

  217. Mobile apps for Approvers and Requesters

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

  219. Parallel and sequential approvals

  220. Password policy

  221. PO clonning

  222. Reports

  223. Roles in ApprovalMax

  224. SSL usage

  225. Support Policy

  226. Supported countries, taxes, currencies

  227. Supported countries, taxes, currencies

  228. User login lockout policy

  229. What "Xero API call rate exceeded" means

  230. What access should Xero users working with ApprovalMax have

  231. What are Classes and Locations used for?

  232. What are tracking categories used for?

  233. What data we will keep after termination

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

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

  236. What happens after an approval/rejection

  237. What happens after an approval/rejection

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

  239. What happens to data owned by the customer

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

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

  242. What is a Default Approver

  243. What is an Auditor?

  244. What is ApprovalMax

  245. What is Bill to PO Matching?

  246. What is the Instruction for Requesters?

  247. What is the Requester?

  248. What is the Safety Catch?

  249. What payment options are available if I want to activate my paid subscription?

  250. What subscription plan is right for me? What are the differences between your plans and pricing?

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

  252. What Xero data does ApprovalMax modify?

  253. When can Bill to PO Matching be done?

  254. Where the data is stored

  255. Which Purchase Orders are available for matching?

  256. Who can change requests

  257. Who can create approval requests?

  258. Who can do Bill to PO Matching

  259. Who can see requests

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

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

  262. Why buttons in the email do not work?

  263. Why can I not approve from the email?

  264. Why do I / my colleague see "Trial expired" message

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

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

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

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

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

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

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

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

  273. Why Xero requester is not getting notifications?

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

  275. Xero AP Credit Note approval

  276. Xero AR Credit Note approval

  277. Xero Bills approval

  278. Xero data sync period

  279. Xero Purchase Order approval

  280. Xero Sales Invoice approval

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