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Core Features

ApprovalMax’s key features for enhanced automation and control.

157 articles
Matching
Advanced settings for Bill-to-Purchase Order Matching
Bill-to-PO Matching: auto-marking Purchase Orders as Billed
Bill-to-PO Matching: Can I match a Bill from PO?
Bill-to-PO Matching: add a Purchase Order Requester as a Bill Approver
Bill-to-PO Matching: can I match Bills to Purchase Orders in the mobile app?
Bill-to-PO Matching: When is a matching automatically removed?
Bill-to-PO Matching: what happens if a Bill amount gets reduced
Bill-to-PO Matching: what is the remaining balance and when is it recalculated?
Bill-to-PO Matching: who is allowed to match Bills and Purchase Orders?
Bill-to-PO Matching: What is Bill-to-PO Matching?
Bill-to-PO Matching: Why do I not see the whole list of Purchase Orders when matching with Bills?
Bill-to-PO Matching: Which Purchase Orders are available for matching?
Bill-to-PO Matching: what is the 10 ct rule for Purchase Orders auto-marked Billed?
Bill-to-PO Matching: How can I enable Bill-to-PO Matching
Bill-to-PO Matching: matching events in the audit trail
Bill-to-PO Matching: how can I match a Bill to a Purchase Order after the invoice has been approved or paid?
Bill-to-PO Matching: how to handle cases where the Bill is different from the Purchase Order
Bill-to-PO Matching: can I match Purchase Orders to Credit Notes?
Bill-to-PO Matching: matching with gross or net amounts
Bill-to-PO Matching: is it possible to match Line Items? (Xero)
Bill-to-PO Matching: set up adding Purchase Order Requesters as Approvers
Bill-to-PO Matching: restrict the approval of unmatched Bill
Xero: in which plans is Bill-to-PO Matching available?
Can Bill-to-PO Matching be used as a workflow condition? (Xero)
What is happening with the Matching feature?
Will a match get automatically removed if I delete a document in ApprovalMax?
Can I restrict who is allowed to match Xero Bills and Purchase Orders to Administrators only?
How can I match a Bill with a Purchase Order after the invoice has been approved/paid?
Who is allowed to match Bills to POs?
Bill-to-PO Matching: up to which point in the workflow Bill-to-PO Matching can be done
Which Purchase Orders are available for matching?
One-click Bill-to-PO Matching
How to match Bills and Purchase Orders in ApprovalMax for Xero
How can I prevent that approved Purchase Orders are matched?
How to handle cases when Bill is different from PO
Budget Checking
Who can upload/sync budgets to/from Xero?
How to sync a budget with Xero
How to force a budget sync with Xero
How to upload Xero budgets to ApprovalMax
Can I track the Bills being approved with a budget from Xero?
Does ApprovalMax take Xero documents into account during Budget Checking
What Budget Checking filters are available for Xero budgets?
How can I stop syncing budgets?
During what period can ApprovalMax sync budget data from Xero?
Troubleshooting: budgets are not updated in ApprovalMax after being reuploaded in Xero and synced
Does ApprovalMax support Xero Budget Checking in the mobile app?
Can I use Budget Checking as a condition in workflows?
Can I use Budget Checking as an additional approval condition in the matrix?
Do Tracking Categories affect how Budget Checking is applied to requests?
Does ApprovalMax support checking budgets against 0 lines?
Does Budget Checking work with requests in a non-default currency?
Is there a Budget Checking report available?
How can I as an Approver use the Budget Checking feature?
How can I change a Tracking Category for an active budget?
How can I detect if particular costs are being allocated to a wrong or unplanned account?
Why don't I see any Budget Checking in my Bills/Purchase Orders?
How to set up a check period for budgets
How to upload a budget file to ApprovalMax
What is possible with Budget Checking
What is out of scope with the Budget Checking feature v2?
What is the Budget Checking feature?
How to set up Budget Checking with gross or net amounts
Who can see Budget Checking in the request?
What are the statuses that are shown for Budget Checking?
Is there a way to hide budgets from the specified Approvers?
Is there a limit on the number of budgets available for checking?
Negative line items in Budget Checking
Possible reasons why you cannot see Budget Checking in your Bills/Purchase Orders
What are budget check periods?
ApprovalMax Pay
How to set up ApprovalMax Pay and how this add-on works
ApprovalMax Pay: safeguarding your funds
Video: How to use ApprovalMax Pay
What is a Bank Account in ApprovalMax Pay?
How to set up a bank account connection with ApprovalMax
Banks supported by ApprovalMax Pay
How to authenticate with Natwest Bank online in ApprovalMax Pay
How to change the name of a Bank Account
Who can add bank accounts and manage user access to them in ApprovalMax Pay?
How to remove a connected bank account
How to change the matching of a connected bank account and a Xero bank account
Why has my bank account connection failed?
Using Confirmation of Payee with ApprovalMax Pay
Supported currencies in ApprovalMax Pay
Restricted countries in ApprovalMax Pay
What are Contact payment details?
How to create Contact payment details
How to edit Contact payment details
Checking the Contact payment details
User permissions for the Contact Details section
How does the reconciliation work?
Why is it not possible to confirm a Payment?
Does ApprovalMax Pay support overdraft payments?
Can I restrict who makes payments with ApprovalMax Pay?
What are ApprovalMax Pay Wallets?
How to set up your ApprovalMax Pay Wallet
How to complete external verification for ApprovalMax Pay Wallets
Why is a KYB verification required?
ApprovalMax Pay Wallet roles and permissions
How to add funds to your ApprovalMax Pay Wallet
How to add currencies in ApprovalMax Pay Wallets
How to convert currencies in ApprovalMax Wallets
How to pay with ApprovalMax Pay Wallets
How to reconcile Bills in Xero with Wallets
How to generate Wallet reports
How to download payment confirmations for Wallets
Fee types in ApprovalMax Pay Wallets