All articles

  1. 1 December, 2016 release

  2. 1 March, 2017 release

  3. 1 May, 2018 release

  4. 1 September, 2017 release

  5. 10 August, 2016 release

  6. 10 January, 2016 release

  7. 10 June, 2018 release

  8. 10 October, 2016 release

  9. 10 October, 2017 release

  10. 11 April, 2017 release

  11. 11 August, 2017 release

  12. 11 January, 2016 release

  13. 11 June, 2018 release

  14. 12 April, 2017 release

  15. 12 June, 2018 release

  16. 12 October, 2016 release

  17. 13 December, 2016 release

  18. 13 December, 2017

  19. 13 February, 2017 release

  20. 13 March, 2016 release

  21. 13 March, 2017 release

  22. 13 October, 2017 release

  23. 14 August, 2017 release

  24. 14 December, 2016 release

  25. 14 February, 2017 release

  26. 14 June, 2018 release

  27. 15 June, 2018 release

  28. 15 May, 2017 release

  29. 15 November, 2017

  30. 15 September, 2017 release

  31. 16 January, 2018

  32. 16 July, 2016 release

  33. 16 June, 2018 release

  34. 16 May, 2016 release

  35. 16 May, 2017 release

  36. 16 October, 2017 release

  37. 16 September, 2016 release

  38. 17 August, 2017 release

  39. 17 May, 2017 release

  40. 18 April, 2017 release

  41. 18 January, 2016 release

  42. 18 July, 2017 release

  43. 18 May, 2017 release

  44. 18 October, 2017 release

  45. 18 September, 2017 release

  46. 19 April, 2016 release

  47. 19 January, 2016 release

  48. 19 March, 2016 release

  49. 19 March, 2017 release

  50. 19 October, 2017 release

  51. 2 April, 2017 release

  52. 2 April, 2018 release

  53. 2 August, 2017 release

  54. 2 November, 2016 release

  55. 20 January, 2017 release

  56. 20 October, 2016 release

  57. 20 September, 2016 release

  58. 21 August, 2017 release

  59. 21 February, 2016 release

  60. 21 July, 2016 release

  61. 21 June, 2017 release

  62. 21 March, 2016 releases

  63. 21 March, 2017 release

  64. 21 September, 2017 release

  65. 22 August, 2017 release

  66. 22 January, 2016 release

  67. 22 November, 2017

  68. 23 April, 2016 release

  69. 23 August, 2017 release

  70. 23 March, 2018 release

  71. 23 September, 2016 release

  72. 24 August, 2017 release

  73. 24 March, 2016 release

  74. 24 May, 2017 release

  75. 25 June, 2016 release

  76. 25 June, 2017 release

  77. 25 March, 2018 release

  78. 25 May, 2018 release

  79. 25 September, 2017 release

  80. 26 July, 2017 released

  81. 26 June, 2017 release

  82. 26 October, 2017 release

  83. 27 April, 2016 release

  84. 27 February, 2017 release

  85. 27 June, 2017 release

  86. 27 May, 2016 release

  87. 27 November, 2017

  88. 28 February, 2016 release

  89. 28 January, 2016 release

  90. 28 July, 2016 release

  91. 28 July, 2017 release

  92. 28 March, 2016 release

  93. 28 May, 2016 release

  94. 29 June, 2016 release

  95. 29 May, 2018 release

  96. 3 June, 2016 release

  97. 3 May, 2017 release

  98. 30 August, 2016 release

  99. 30 August, 2017 release

  100. 30 May, 2017 release

  101. 30 October, 2017 release

  102. 31 January, 2017 release

  103. 31 July, 2016 release

  104. 31 October, 2017

  105. 4 April, 2018 release

  106. 4 August, 2017 release

  107. 4 December, 2017

  108. 4 February, 2016 release

  109. 4 May, 2018 release

  110. 4 October, 2017 release

  111. 5 April, 2016 release

  112. 5 December, 2017

  113. 5 October, 2016 release

  114. 5 September, 2017 release

  115. 6 April, 2016 release

  116. 6 April, 2017 release

  117. 6 January, 2016 release

  118. 6 June, 2016 release

  119. 6 March, 2016 release

  120. 7 August, 2017 release

  121. 7 February, 2017 release

  122. 7 February, 2018

  123. 7 July, 2017 release

  124. 7 June, 2016 release

  125. 7 March, 2017 release

  126. 7 November, 2017

  127. 7 September, 2017 release

  128. 8 August, 2016 release

  129. 8 August, 2017 release

  130. 8 June, 2017 release

  131. 8 September, 2017 release

  132. 9 February, 2017 release

  133. 9 January, 2016 release

  134. 9 June, 2018 release

  135. 9 March, 2017 release

  136. 9 October, 2017 release

  137. 9 September, 2016 release

  138. About

  139. Accrual Report .csv for Xero Manual Journal Entry

  140. Advanced settings for Bill to PO matching

  141. Approval of Xero Bills pulled from Expensify

  142. Approval of Xero Bills pulled from Receipt Bank

  143. ApprovalMax for QuickBook Online

  144. ApprovalMax for Xero

  145. Are attachments downloaded?

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

  147. Available subscriptions

  148. Budget Management

  149. Can I approve QuickBooks Bills and Invoices?

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

  151. Can I test without using real QuickBooks data?

  152. Can I try without using real Xero data?

  153. Can incoming Bills be matched with POs?

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

  155. Contact us

  156. Contract approval

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

  158. EULA

  159. File uploading lockout policy

  160. Force approval / rejection (override a decision)

  161. How "Bill review and coding" feature works

  162. How a lock date is handled

  163. How Accountants are notified about an approval

  164. How alternative rules in the approval matrix work

  165. How Approvers are notified

  166. How Approvers can make their decision

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

  168. How can I change my password?

  169. How can I create a PO in ApprovalMax?

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

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

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

  173. How can I switch off email notifications?

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

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

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

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

  178. How to activate a workflow (Purchase Order)

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

  180. How to cancel a rejected request

  181. How to change email

  182. How to check which documents are not yet approved

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

  184. How to connect to QuickBooks Online

  185. How to connect to Xero

  186. How to create a Company

  187. How to create suppliers directly in ApprovalMax?

  188. How to define conditional Approvers (Approval Matrix)

  189. How to enable Bill to PO Matching

  190. How to invite a user

  191. How to make tracking categories mandatory for Requesters?

  192. How to match Bills with their initial Purchase Orders

  193. How to move subscription to new email

  194. How to remove a Company

  195. How to restrict a PO Requester

  196. How to revoke your decision

  197. How to select currency for QuickBooks Online PO

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

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

  200. How to set up a Delegate for yourself

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

  202. How to set up an approval workflow

  203. How to set up approval deadline

  204. How to start a trial

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

  206. How to terminate a trial or paid subscription

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

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

  209. Managing Delegates as an Administrator

  210. Mark PO as Billed

  211. Media Kit

  212. Mobile apps for Approvers and Requesters

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

  214. Parallel and sequential approvals

  215. Password policy

  216. PO clonning

  217. Privacy policy

  218. Reports

  219. Roles in ApprovalMax

  220. SSL usage

  221. Supported countries, taxes, currencies

  222. Supported countries, taxes, currencies

  223. User login lockout policy

  224. What "Xero API call rate exceeded" means

  225. What access should Xero users working with ApprovalMax have

  226. What are Classes and Locations used for?

  227. What are tracking categories used for?

  228. What data we will keep after termination

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

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

  231. What happens after an approval/rejection

  232. What happens after an approval/rejection

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

  234. What happens to data owned by the customer

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

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

  237. What is a Default Approver

  238. What is an Auditor?

  239. What is ApprovalMax

  240. What is Bill to PO Matching?

  241. What is the Instruction for Requesters?

  242. What is the Requester?

  243. What is the Safety Catch?

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

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

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

  247. What Xero data does ApprovalMax modify?

  248. When can Bill to PO Matching be done?

  249. Where the data is stored

  250. Which Purchase Orders are available for matching?

  251. Who can change requests

  252. Who can create approval requests?

  253. Who can do Bill to PO Matching

  254. Who can see requests

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

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

  257. Why buttons in the email do not work?

  258. Why can I not approve from the email?

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

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

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

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

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

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

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

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

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

  268. Why Xero requester is not getting notifications?

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

  270. Xero AP Credit Note approval

  271. Xero AR Credit Note approval

  272. Xero Bills approval

  273. Xero data sync period

  274. Xero Purchase Order approval

  275. Xero Sales Invoice approval

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