ApprovalMax

ApprovalMax’s key features for enhanced automation and control.

Core Features

One-click Bill-to-PO Matching speeds up Accounts Payable processing by eliminating manual line-level matching.

One-click Bill-to-PO Matching for NetSuite

How to match Bills to Purchase Orders in ApprovalMax for NetSuite

3-way Matching is the process of matching a Bill not just to a Purchase Order but also to an Item Receipt — so you can be confident that everything lines…

How to 3-way match Bills

How to enable 3-way Matching

Enabling Bill-to-PO Matching in ApprovalMax for NetSuite

How to add a Bill-to-PO Matching condition for Bill approval

Automatically match bills, purchase orders, and item receipts for accurate approvals.

Matching

Use Price Checker in ApprovalMax for NetSuite to identify price differences in Purchase Orders and Vendor Bills.

What is the Price Checker?

Verify item prices against approved rates before approval.

Price Checker

The ApprovalMax built-in reporting functionality helps Administrators and Auditors track, monitor and analyse requests across all workflows.

Where can I find the reporting function in ApprovalMax for NetSuite?

How are NetSuite Bill Payments reflected in reporting?

How are Vendors reflected in reporting?

Generate and schedule Line Item reports in ApprovalMax for NetSuite to track expenses and accounts.

How to generate and schedule Line Item reports

Reports can be scheduled by Account Owners and Administrators in any ApprovalMax for NetSuite Organisation.

How to use the Report Scheduler in ApprovalMax for NetSuite

How audit reports work in ApprovalMax for NetSuite

Are audit reports sent to the customer?

How to download multiple audit reports in a single archive

Can I use Power BI for reporting?

Track approvals, spending, and workflow performance with built-in reports.

Reporting

Capture Vendor Bills in ApprovalMax for NetSuite via email for automated data recognition.

ApprovalMax Capture via email for NetSuite

Use email tags in ApprovalMax Capture for NetSuite to process Vendor Bills more efficiently.

How to use email tags with ApprovalMax Capture

What are the main benefits of the add-on ApprovalMax Capture for NetSuite?

The Email Trail feature allows NetSuite users to view the original email that created a request via the ApprovalMax Capture inbox.

What is an Email Trail?

How to upload a single file via ApprovalMax Capture

How to bulk upload files via ApprovalMax Capture

How to set up ApprovalMax Capture data entry rules for NetSuite

What file types can be uploaded via ApprovalMax Capture?

How many documents can I process during an ApprovalMax Capture trial?

Does ApprovalMax Capture recognise Line Items?

What languages does ApprovalMax Capture support?

What happens if I receive an invoice from a new Vendor?

Email processing failed notification to email sender

This article explains what happens in various scenarios — such as when Vendors send non-invoice files, general queries or emails with multiple attachments.

How ApprovalMax Capture for NetSuite processes emails and attachments

ApprovalMax Capture for NetSuite Online FAQ

How ApprovalMax Capture auto-matches NetSuite Bills to Purchase Orders

What counts as a document in ApprovalMax Capture for NetSuite?

How to enable tax extraction for ApprovalMax Capture for NetSuite

Extract invoice data automatically with ApprovalMax’s OCR capture tool.

ApprovalMax Capture

How to set up editing permissions for Approvers

Adjust or correct document details during the approval process.

Editing on Approval

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