Core Features
ApprovalMax’s key features for enhanced automation and control.
128 articles
- 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
- How to view a matched Purchase Order from a Bill
- How to work with matched Bills and Purchase Orders in split view
- How can I match a Bill to a Purchase Order in ApprovalMax when supplier information differs?
- How to add a Bill-to-PO Matching condition for Xero Bill approvals
- What is the Xero Budget Checking feature?
- How to upload Xero budgets to ApprovalMax
- How to sync a budget with Xero
- Who can upload/sync budgets to/from Xero?
- How to force a budget sync with Xero
- 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 Xero 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 for Xero
- What is possible with Budget Checking
- What is out of scope with the Budget Checking feature v2?
- How to set up Budget Checking with gross or net amounts for Xero
- 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?
- How to migrate from the Review Function to Editing on Approval
- How to restrict Approvers with editing rights during approval
- How to split Line Items during Editing on Approval
- How can I set up editing rules for Approvers?
- What is the Editing on Approval functionality?
- How to set up mandatory fields for editing
- What can an Approver with editing rights do?
- How are editing permissions inherited during the substitution process?
- How to use the Report Scheduler in ApprovalMax for Xero
- How are Xero Batch Payments reflected in reporting?
- How are Airwallex Batch Payments reflected in reporting?
- How are Contacts reflected in reporting?
- How are Batch Payments reflected in reporting?
- How to create a Line Item Accrual report and export it to a Manual Journal
- How is Bill-to-PO Matching reflected in reporting?
- How to set up a report to check both the Bill-to-PO Matching and Purchase Order balance
- Is it possible to have the reports scheduled as PDFs rather than in Excel?
- Step-by-Step Guide to Using Xero Line Item Accrual Reports
- Why are audit reports sometimes not attached to the Xero document?
- How to generate and schedule Line Item reports
- How to access the reporting function in ApprovalMax for Xero
- How do audit reports work in ApprovalMax for Xero
- Are audit reports sent to the customer?
- How to download multiple audit reports in a single archive
- How to create a report on which Suppliers are assigned to an Approver
- Can I use Power BI for reporting?
- Does ApprovalMax support cross-company reports?
- How to create reports for requests pending approval
- Video: How to set up Reports
- Can I see the Goods Received status (GRN) in reports?
- How to create a Request Report for Xero Expense Claims
- ApprovalMax Capture for Xero FAQ
- What are the main benefits of the add-on ApprovalMax Capture for Xero?
- How to upload a single file via ApprovalMax Capture
- How to bulk upload files via ApprovalMax Capture
- How to approve Xero Bills pulled from OCR solutions
- ApprovalMax Capture via email for Xero
- How to submit files to ApprovalMax Capture via email
- How to use email tags with ApprovalMax Capture
- How to set up ApprovalMax Capture data entry rules for Xero
- How Line Item detection works in ApprovalMax Capture for Xero
- Does ApprovalMax Capture recognise Line Items?
- What is an Email Trail?
- What file types can be uploaded via ApprovalMax Capture?
- How many documents can I process during an ApprovalMax Capture trial?
- How does account code recognition work in ApprovalMax Capture?
- What happens if I receive an invoice from a new Supplier?
- What languages does ApprovalMax Capture support?
- How ApprovalMax Capture auto-matches Xero Bills to Purchase Orders
- How ApprovalMax Capture for Xero processes emails and attachments
- Email processing failed notification to email sender
- Can I use ApprovalMax Capture in the mobile app?
- What counts as a document in ApprovalMax Capture for Xero?
- How to enable tax extraction for ApprovalMax Capture for Xero