ApprovalMax

ApprovalMax’s key features for enhanced automation and control.

Core Features

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

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 enable 3-way Matching

How to match Bills to Purchase Orders in ApprovalMax for NetSuite

Enabling Bill-to-PO Matching in ApprovalMax for NetSuite

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

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?

ApprovalMax Capture for NetSuite Online FAQ

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 data entry rules allow Organisation Owners and Administrators to override default OCR-extracted values for a given Vendor based on specified rules.

How to set up ApprovalMax Capture data entry rules 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

Back to ApprovalMax.com

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.