Account Management
ApprovalMax account setup, user management, billing, security, and feature updates.
643 articles
- About ApprovalMax
- Where can I find the details of the ApprovalMax licensing?
- How to contact the ApprovalMax Support
- How to contact Sales
- Is there a trial for ApprovalMax?
- How can I start a trial?
- What’s included in the 14-day All Features trial
- What happens when your trial ends?
- Is it possible to terminate my free trial in the product?
- Why do I see a Trial Expired message?
- Are there any limitations during the trial period?
- How do I know if the All Features trial has ended?
- When will an Organisation's Administrator/Account Owner get notified about the All Features trial?
- How do I know that the All Features trial is now available for my Organisation?
- Can I try all Advanced features for one of my Organisations?
- Can I do a trial without using my real data from Xero?
- Can I trial ApprovalMax without using my real data from QuickBooks Online?
- Can I access the Advanced Features data after the trial ends?
- Which subscription plan is the right one for me
- How can I start a paid subscription?
- What's the next step after purchasing a subscription?
- How can I add an Organisation to a subscription?
- Can I have multiple subscriptions?
- Can I pay for my subscription annually, or only monthly?
- How can I transfer my subscription?
- How to upgrade your subscription
- How can I upgrade one or several of my Organisations to the Advanced/Premium plan?
- How to downgrade/cancel a subscription
- Video: How to manage Billing & Subscriptions
- How can I transfer an Organisation to another subscription?
- How can an Organisation Administrator request the transfer of an Organisation
- Do I need a new subscription when I want to add new clients?
- Is an OCR tool included in the ApprovalMax subscription plans?
- Troubleshooting: the Standard plan can't be selected when trying to start a paid subscription
- Troubleshooting: I've bought a subscription but there's no option to add my Organisation to it
- What is the NFP application process for not-for-profits?
- Stripe Billing in ApprovalMax
- How can I change a billing address?
- What payment methods are available?
- How can I change the payment method?
- Will I be charged GST / VAT / Consumption Tax?
- Where can the Account Owner find the subscription invoices?
- Is there a grace period if I have a problem with my payment?
- How can I cancel my account?
- How can I transfer my account?
- How can I try ApprovalMax Capture?
- What is the ApprovalMax Training Package?
- I have multiple Organisations, how can I pay for ApprovalMax Capture?
- Documents ApprovalMax Capture processed per billing cycle
- How can I increase the allowance of an add-on package?
- How can I purchase the add-on ApprovalMax Pay?
- How can I purchase the add-on ApprovalMax Capture?
- How to downgrade/cancel an add-on
- When does the Account Owner/Billing Contact of a party get notified?
- ApprovalMax product walk-through: the Advanced plan
- How to submit a complaint
- Why am I receiving multiple invoices or charges for my ApprovalMax subscription?
- How can I access my invoices in ApprovalMax?
- How do retiring or deleting Organisations affect subscription costs and cancellations in ApprovalMax?
- How can I manage my ApprovalMax subscription if the Account Owner is unavailable?
- How to enable/disable Two-Factor Authentication
- How to generate backup codes for 2FA?
- Options to Enforce Two-Factor Authentication (2FA)
- Do I need to activate 2FA if I use a passkey?
- 2FA: Frequently Asked Questions
- Video: How to set up two-factor authentication in ApprovalMax
- Does ApprovalMax support 2FA via TOTP?
- The Google Authenticator code for 2FA is not working
- Troubleshooting: I'm asked to set up two-factor authentication - why, and what can I do?
- Troubleshooting: error when enabling 2FA using the Microsoft Authenticator
- How can I switch off email notifications?
- How do I get to the Customer Feedback tool in ApprovalMax?
- Passkey: Frequently Asked Questions
- What happens if I forget my password?
- How can an Organisation Administrator control and push users to enable 2FA?
- ApprovalMax keeps getting disconnected
- How to enable notifications for Requesters
- What requirements are in the ApprovalMax password policy?
- User login lockout policy
- What is a passkey?
- How to set up / delete a passkey
- How can I change my ApprovalMax password?
- Does my ApprovalMax password expire?
- Can Administrators enforce "Sign in with Google" for all users?
- How can I log in with my alternative method if I lost access to the Authenticator?
- Enable Apple mobile SSO for ApprovalMax on your device
- Can Administrators change user names?
- Can an email address used for the registration be deleted in ApprovalMax?
- What topics can I find in the ApprovalMax Help menu?
- When does an Organisation's Administrator get notified?
- How can I fix problems with logging in to the ApprovalMax app?
- Can I use the web version on my mobile device?
- Does a link for signing up to ApprovalMax expire?
- Does the invitation link to an Organisation expire?
- For what kind of events does ApprovalMax send notifications?
- Get approval notifications in batches, not individual ones
- How can I change my time zone?
- How can I change my name in ApprovalMax?
- How can I activate "Logout on inactivity" in My Profile?
- I'm going on holiday. How can I set up Out of Office and a Substitute for my approvals?
- What is "Trust this device" feature?
- Why can't I log into ApprovalMax?
- Which single-sign-on options does ApprovalMax support?
- How to sign up to ApprovalMax?
- How to reset 2FA if I've lost/changed my device with the Authenticator application
- When can I accept an invitation to a business account?
- Using single sign-on (SSO) and sign-up (SSU) for ApprovalMax
- How to fix a password error during sign-up
- Is it possible to change an existing user's email address?
- How to check notifications in ApprovalMax
- How can I resolve visibility issues for active and rejected requests in ApprovalMax?
- Language and regional formatting in ApprovalMax
- How to use the Organisations dashboard
- Organisations dashboard columns overview
- Who gets notified about approvals, rejections and comments?
- Can I copy users between Organisations?
- How can I onboard a new Organisation?
- How can I offboard an Organisation?
- How can an Account Owner transfer Organisations to another account?
- How can I connect ApprovalMax to my accounting system?
- What happens to requests whose Requester gets deleted from the Organisation?
- Managing currencies in ApprovalMax
- How to reconnect to a different Subsidiary/Organisation
- How can I reconnect an Organisation?
- Changing time zone settings in ApprovalMax
- Available data exports from ApprovalMax
- Is it possible to copy historical data from one Organisation to another?
- How to export your data when retiring an Organisation in ApprovalMax
- Which workflows does ApprovalMax support?
- How to set up an approval step
- How to deactivate an approval workflow
- Video: How to set up an approval workflow
- How to set up approval conditions
- How to set up an approval matrix
- Video: How to set up an approval matrix
- How to set a "Does not match" condition in the approval matrix
- How to add alternative rules in the approval matrix
- How can I make certain request fields mandatory?
- How to set up the Auto-Approval step
- Video: How to configure Auto-Approvals
- Configuring parallel and sequential approvals
- Workflow Version History
- Is it possible to rename approval workflows?
- Applying workflow changes to pending requests
- How to use Fraud Detection features in ApprovalMax
- Attaching files in ApprovalMax
- How to copy workflow settings to another Organisation
- Is it possible to track the changes made to a workflow?
- How can I find a particular request?
- Does ApprovalMax have a review/editing feature for workflows?
- Does ApprovalMax support batch approval?
- How can I overwrite a decision (force an approval or rejection)?
- How approval deadlines are calculated
- What happens if I miss an approval deadline?
- Can I revoke my decision if it is not the final approval?
- Who has access to approval requests?
- How to set up a default email for sending request documents after final approval
- Video: How to approve from the email notification
- Why can't I approve from the email notification?
- Managers aren’t getting email alerts for pending Bills approval
- What happens when a Default Approver approves a request
- How can I view a request and its attachments side by side?
- Is it possible to see the original invoice/receipt during the approval process?
- For how long are attachments kept in the system
- How to approve/reject/comment a request from Slack
- Where does ApprovalMax get the exchange rate from
- What is the Review step in ApprovalMax?
- How to download approval workflows in ApprovalMax
- Is it possible to put requests On Hold?
- Overview of the different request statuses after approval/payment
- Can the next approval step be skipped if the same Approvers are assigned?
- What is the Nudge functionality in ApprovalMax?
- What is the difference between the Review step and the Editing on Approval feature?
- How to download an attachment archive for all requests
- Video: How to raise a Purchase Order
- Are the attachments of rejected requests published to the accounting system?
- Do attachments and comments added in the comment section sync to my accounting system?
- What is the Auto-Approval step?
- How to view recent requests from the same supplier or vendor
- ApprovalMax Search Agent – Beta User Guide
- Are Administrators notified about approvals/rejections?
- Assigning a new role to a user in ApprovalMax
- Auditor role permissions in ApprovalMax
- Can an Administrator edit unapproved Bills/Purchase Orders for the Requester?
- Can I delete requests in ApprovalMax?
- How can Requesters edit requests before approval?
- How to create and edit requests in ApprovalMax
- Who can manually edit the Reviewers?
- What Organisation Workflow Managers can/cannot do
- How do Administrators and Workflow Managers get notified about workflow changes?
- Can Approvers see all historical data?
- Can I mention other users in a request?
- Do Administrators add Account Managers to an Organisation?
- Do Approvers need access the connected accounting platform for approving?
- How can Approvers return a request to the Review step?
- How can Approvers and Requesters collaborate?
- How to add users in ApprovalMax
- How to restrict Requesters in approval workflows
- How to copy rules from one user to another
- Understanding the Watcher role and permissions
- How can I change Approvers for a particular request on the fly?
- How can Approvers make their decision?
- How can I add a comment by replying to the notification email?
- How can I reassign a request to another Reviewer?
- How can I restrict Approvers from changing Approvers on the fly?
- How do Approvers get notified about new approval requests?
- How to add a Watcher to a request
- Video: How to add and invite users to ApprovalMax
- Is it possible to add users in bulk rather than one by one?
- Setting up a Default Approver
- Why do Approvers not receive notification emails?
- How to reassign requests as a Default Approver
- How to specify the required Approvers for step authorisation
- How to specify instructions for Requesters
- Managing Substitutes as an Administrator
- Offboarding users
- What can a Reviewer do in an ApprovalMax request?
- Roles in ApprovalMax
- What is the Default Reviewer and how do I set one up?
- Who can remove Reviewers from requests and how does it work?
- Who can see requests that are On Review?
- Can I assign the next Approver based on who approved the previous step?
- What can a Reviewer accomplish in ApprovalMax?
- What is Practice Staff in ApprovalMax?
- How to invite a user to Practice Staff
- How to remove a user from Practice Staff
- Troubleshooting: a user cannot be added to Practice Staff
- Video: How Partners can work with Practice Staff
- Video: How to work as a Practice Staff member
- What roles are available in ApprovalMax Practice Staff?
- Can I view the certification status of employees?
- What integrations does ApprovalMax support?
- What does the ApprovalMax Public API do?
- API access control: Explaining events and how to react
- What is the ApprovalMax integration for Slack?
- How to connect ApprovalMax to Slack
- How to select which Organisations you want to receive notifications for in Slack
- Video: How to connect ApprovalMax to Slack
- How often is data synced with ApprovalMax?
- Does ApprovalMax support the integration with Sage?
- Does ApprovalMax support the integration with Airwallex?
- ApprovalMax Support Policy
- Where is data stored and is its privacy/security ensured?
- What happens to the customer-owned data?
- The data ApprovalMax will keep after the termination of a trial or a contract
- ApprovalMax policies and safety measures for data security
- Does ApprovalMax support SAML?
- Does ApprovalMax have a security and privacy accreditation, e.g. SOC Type2, ISO27001?
- How does ApprovalMax practice international security self-assessments
- Are the user activities logged, and accessible if necessary?
- Does uploaded information get backed up and how can we obtain a backup?
- Does ApprovalMax have an incident response procedure?
- How does ApprovalMax ensure the protection of my account?
- How is my data encrypted during transit and while at rest?
- Why and how ApprovalMax monitors the security of its apps
- How does ApprovalMax ensure the app security protection?
- Is the ApprovalMax infrastructure built on cloud services
- How is the ApprovalMax network security architecture built
- Does ApprovalMax use Distributed Denial of Service protection
- Is a dedicated ApprovalMax Security team on call 24/7?
- Does ApprovalMax ensure uninterrupted business continuity?
- Do ApprovalMax employees have access to the customer data?
- How does ApprovalMax ensure security in software development
- Is ApprovalMax GDPR compliant
- What is the Data Retention and Destruction policy?
- Legal basis for processing Personal Data under General Data Protection Regulation (GDPR)
- What data does ApprovalMax retain and for which purposes?
- How is data used in case of a merger/acquisition/asset sale?
- Disclosure for Law Enforcement
- Are there legal requirements to disclose my personal data?
- Where do I find the ApprovalMax Terms and Conditions?
- Where do I find the ApprovalMax Cookie policy?
- Are payments processed by a PCI Level 1 service provider?
- Data Protection and Data Recovery
- Does ApprovalMax support the Open Authorisation standard OAuth 2.0?
- Does ApprovalMax use client data for marketing purposes?
- Which of the common browsers are supported by ApprovalMax?
- What happens to the emails sent to [email protected]?
- Is data transfer in the ApprovalMax via SSL?
- Support for a 24-hour token expiration
- How are contracts and the Data Processing Agreement (DPA) addressed in ApprovalMax?