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 February, 2019 release

  22. 12 June, 2018 release

  23. 12 October, 2016 release

  24. 13 December, 2016 release

  25. 13 December, 2017

  26. 13 February, 2017 release

  27. 13 March, 2016 release

  28. 13 March, 2017 release

  29. 13 October, 2017 release

  30. 14 August, 2017 release

  31. 14 December, 2016 release

  32. 14 February, 2017 release

  33. 14 February, 2019 release

  34. 14 January, 2019 release

  35. 14 June, 2018 release

  36. 15 December, 2018 release

  37. 15 June, 2018 release

  38. 15 May, 2017 release

  39. 15 November, 2017

  40. 15 September, 2017 release

  41. 16 August, 2018 release

  42. 16 January, 2018 release

  43. 16 January, 2019 release

  44. 16 July, 2016 release

  45. 16 June, 2018 release

  46. 16 May, 2016 release

  47. 16 May, 2017 release

  48. 16 October, 2017 release

  49. 16 September, 2016 release

  50. 16 September, 2018 release

  51. 17 August, 2017 release

  52. 17 August, 2018 release

  53. 17 May, 2017 release

  54. 18 April, 2017 release

  55. 18 January, 2016 release

  56. 18 July, 2017 release

  57. 18 May, 2017 release

  58. 18 October, 2017 release

  59. 18 September, 2017 release

  60. 19 April, 2016 release

  61. 19 January, 2016 release

  62. 19 Jun, 2018 release

  63. 19 March, 2016 release

  64. 19 March, 2017 release

  65. 19 November, 2018 release

  66. 19 October, 2017 release

  67. 2 April, 2017 release

  68. 2 April, 2018 release

  69. 2 August, 2017 release

  70. 2 December, 2018 release

  71. 2 January, 2019 release

  72. 2 November, 2016 release

  73. 20 August, 2018 release

  74. 20 December, 2018 release

  75. 20 January, 2017 release

  76. 20 July, 2018 release

  77. 20 June, 2018 release

  78. 20 October, 2016 release

  79. 20 September, 2016 release

  80. 21 August, 2017 release

  81. 21 August, 2018 release

  82. 21 February, 2016 release

  83. 21 July, 2016 release

  84. 21 June, 2017 release

  85. 21 March, 2016 releases

  86. 21 March, 2017 release

  87. 21 September, 2017 release

  88. 22 August, 2017 release

  89. 22 August, 2018 release

  90. 22 January, 2016 release

  91. 22 November, 2017

  92. 22 November, 2018 release

  93. 23 April, 2016 release

  94. 23 August, 2017 release

  95. 23 March, 2018 release

  96. 23 September, 2016 release

  97. 24 August, 2017 release

  98. 24 August, 2018 release

  99. 24 June, 2018 release

  100. 24 March, 2016 release

  101. 24 May, 2017 release

  102. 25 December, 2018 release

  103. 25 January, 2019 release

  104. 25 June, 2016 release

  105. 25 June, 2017 release

  106. 25 March, 2018 release

  107. 25 May, 2018 release

  108. 25 September, 2017 release

  109. 26 December, 2018 release

  110. 26 July, 2017 released

  111. 26 June, 2017 release

  112. 26 October, 2017 release

  113. 27 April, 2016 release

  114. 27 August, 2018 release

  115. 27 December, 2018 release

  116. 27 February, 2017 release

  117. 27 June, 2017 release

  118. 27 May, 2016 release

  119. 27 November, 2017

  120. 28 February, 2016 release

  121. 28 January, 2016 release

  122. 28 July, 2016 release

  123. 28 July, 2017 release

  124. 28 March, 2016 release

  125. 28 May, 2016 release

  126. 29 December, 2018 release

  127. 29 June, 2016 release

  128. 29 May, 2018 release

  129. 29 November, 2018 release

  130. 3 December, 2018 release

  131. 3 January, 2019 release

  132. 3 June, 2016 release

  133. 3 May, 2017 release

  134. 3 October, 2018 release

  135. 30 August, 2016 release

  136. 30 August, 2017 release

  137. 30 May, 2017 release

  138. 30 October, 2017 release

  139. 31 January, 2017 release

  140. 31 July, 2016 release

  141. 31 October, 2017

  142. 4 April, 2018 release

  143. 4 August, 2017 release

  144. 4 December, 2017

  145. 4 February, 2016 release

  146. 4 February, 2019 release

  147. 4 January, 2019 release

  148. 4 July, 2018 release

  149. 4 May, 2018 release

  150. 4 October, 2017 release

  151. 5 April, 2016 release

  152. 5 December, 2017

  153. 5 December, 2018 release

  154. 5 January, 2019 release

  155. 5 July, 2018 release

  156. 5 October, 2016 release

  157. 5 September, 2017 release

  158. 6 April, 2016 release

  159. 6 April, 2017 release

  160. 6 December, 2018 release

  161. 6 January, 2016 release

  162. 6 June, 2016 release

  163. 6 March, 2016 release

  164. 6 September, 2018 release

  165. 7 August, 2017 release

  166. 7 August, 2018 release

  167. 7 December, 2018 release

  168. 7 February, 2017 release

  169. 7 February, 2018

  170. 7 January, 2019 release

  171. 7 July, 2017 release

  172. 7 June, 2016 release

  173. 7 March, 2017 release

  174. 7 November, 2017

  175. 7 September, 2017 release

  176. 8 August, 2016 release

  177. 8 August, 2017 release

  178. 8 December, 2018 release

  179. 8 January, 2019 release

  180. 8 June, 2017 release

  181. 8 September, 2017 release

  182. 9 August, 2018 release

  183. 9 February, 2017 release

  184. 9 January, 2016 release

  185. 9 January, 2019 release

  186. 9 July, 2018 release

  187. 9 June, 2018 release

  188. 9 March, 2017 release

  189. 9 October, 2017 release

  190. 9 September, 2016 release

  191. 9 September, 2018 release

  192. About

  193. Accrual Report .csv for Xero Manual Journal Entry

  194. Advanced settings for Bill to PO matching

  195. Approval of Xero Bills pulled from AutoEntry

  196. Approval of Xero Bills pulled from Datamolino

  197. Approval of Xero Bills pulled from Expensify

  198. Approval of Xero Bills pulled from EzzyBills

  199. Approval of Xero Bills pulled from Receipt Bank

  200. ApprovalMax for QuickBooks Online

  201. ApprovalMax for Xero

  202. Are attachments downloaded?

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

  204. Are there volume discounts available?

  205. Budget Management

  206. Can I approve QuickBooks Bills and Invoices?

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

  208. Can I have multiple subscription?

  209. Can I pay yearly/monthly

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

  211. Can I test without using real QuickBooks data?

  212. Can I try without using real Xero data?

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

  214. Contact us

  215. Contract approval

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

  217. File uploading lockout policy

  218. Force approval / rejection (override a decision)

  219. How "Bill review and coding" feature works

  220. How a lock date is handled

  221. How Accountants are notified about an approval

  222. How alternative rules in the approval matrix work

  223. How ApprovalMax is licensed

  224. How Approvers are notified

  225. How Approvers can make their decision

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

  227. How can I change my password?

  228. How can I create a PO in ApprovalMax?

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

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

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

  232. How can I switch off email notifications?

  233. How can the auto-approval / auto-rejection be avoided?

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

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

  236. How to activate a workflow (Purchase Order)

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

  238. How to cancel a rejected request

  239. How to cancel my subscription

  240. How to change a billing address

  241. How to change email

  242. How to change the payment method

  243. How to check which documents are not yet approved

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

  245. How to connect to QuickBooks Online

  246. How to connect to Xero

  247. How to create an Organisation

  248. How to create suppliers directly in ApprovalMax?

  249. How to define conditional Approvers (Approval Matrix)

  250. How to delete an Organisation

  251. How to enable Bill to PO Matching

  252. How to invite a user

  253. How to make tracking categories mandatory for Requesters?

  254. How to match Bills with their initial Purchase Orders

  255. How to off-board an Organisation

  256. How to onboard a new Organisation

  257. How to restrict a PO Requester

  258. How to revoke your decision

  259. How to select currency for QuickBooks Online PO

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

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

  262. How to set up a Delegate for yourself

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

  264. How to set up an approval workflow

  265. How to set up approval deadline

  266. How to split lines?

  267. How to start a paid subscription

  268. How to start a trial

  269. How to terminate a trial

  270. How to transfer an Organisation to another subscription

  271. How to transfer my account

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

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

  274. Managing Delegates as an Administrator

  275. Mark PO as Billed

  276. Mobile apps for Approvers and Requesters

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

  278. Parallel and sequential approvals

  279. Password policy

  280. PO copying

  281. Reports

  282. Roles in ApprovalMax

  283. SSL usage

  284. Support Policy

  285. Supported countries, taxes, currencies

  286. Supported countries, taxes, currencies

  287. User login lockout policy

  288. What "Xero API call rate exceeded" means

  289. What access should Xero users working with ApprovalMax have

  290. What are Classes and Locations used for?

  291. What are tracking categories used for?

  292. What data we will keep after termination

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

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

  295. What happens after an approval/rejection

  296. What happens after an approval/rejection

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

  298. What happens to data owned by the customer

  299. What happens when the trial ends?

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

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

  302. What is a Default Approver

  303. What is an Auditor?

  304. What is ApprovalMax

  305. What is Bill to PO Matching?

  306. What is the "Setup and Training" package

  307. What is the Instruction for Requesters?

  308. What is the Requester?

  309. What is the Safety Catch?

  310. What payment methods are available

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

  312. What Xero data does ApprovalMax modify?

  313. When can Bill to PO Matching be done?

  314. Where the data is stored

  315. Which Purchase Orders are available for matching?

  316. Which subscription plan is right for me

  317. Who can change requests

  318. Who can create approval requests?

  319. Who can do Bill to PO Matching

  320. Who can see requests

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

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

  323. Why buttons in the email do not work?

  324. Why can I not approve from the email?

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

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

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

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

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

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

  331. Why is my subscription shown as "Locked"

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

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

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

  335. Why Xero requester is not getting notifications?

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

  337. Xero AP Credit Note approval

  338. Xero AR Credit Note approval

  339. Xero Bills approval

  340. Xero data sync period

  341. Xero Purchase Order approval

  342. Xero Sales Invoice approval

Feedback and Knowledge Base