You can attach files during the creation of requests in ApprovalMax. However, some technical limitations apply - depending on the accounting system and document type.
Xero
Xero
Applies to:
Sales Invoices
Purchase Orders
Quotes
Bills
Manual Journals
AP Credit Notes
AR Credit Notes
Contacts
Supported file types: .jpg, .jpeg, .gif, .png, .bmp, .tiff, .pdf, .doc, .docx, .xls, .xlsx, .ppt, .pptx, .odf, .csv, .txt, .rtf, .eml, .msg, .ods, .odt, .keynote, .key, .pages-tef, .pages, .numbers-tef, .numbers, .zip, .rar, .zipx, .xzip, .7z
Max. file size: 10 MB
Max. number of files: 9
QuickBooks Online
QuickBooks Online
Applies to:
Purchase Orders
Expenses
Bills
Journal Entries
Sales Invoices
Vendors
Supported file types: .pdf, .jpeg, .jpg, .png, .doc, docx, .xls, .xlsx, csv, .tiff, .gif, .xml, .eps, .ai, .ods, .rtf, .txt
Max. file size: 20 MB
Max. number of files: 50
NetSuite
NetSuite
Applies to:
Purchase Orders
Expenses
Bills
Supported file types: any - except .exe, .com, .iso, .dex, .crx, .dmg, .ps1, .msi, .cmd, .bat
Max. file size: 10 MB
Max. number of files: 100
Stand-alone
Stand-alone
For all stand-alone requests:
Supported file types: any - except .exe, .com, .iso, .dex, .crx, .dmg, .ps1, .msi, .cmd, .bat
Max. file size: 10 MB
Max. number of files: 20
Comments
Comments
Here are the basic rules for attaching documents in the comment section of a request, regardless of the accounting system:
Supported file types: .bmp, .numbers, .rtf, .csv, .odf, .rtf, .text, .doc, .ods, .tif, .docx, .odt, .tiff, .eml, .pages, .txt, .gif, .pdf, .xls, .jpeg, .jpg, .png, .xlsx, .ppt, .zip, .keynote, .pptx, .7z, .msg, .rar
Max. file size: 3 MB
Max. number of files: 10
ApprovalMax Capture
ApprovalMax Capture
For any files uploaded via ApprovalMax Capture, regardless of the accounting system:
Supported file types: .pdf, .jpg, .jpeg, .png, .bmp, .tif, .tiff
Max. file size: 10 MB
Max. number of files: 9
Please note: All files will be checked by antivirus software. All unsupported symbols will be automatically changed to supported symbols.
For questions related to information security, please refer to our Security Portal.