ApprovalMax

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

Capture Bills, Purchase Orders, Credit Notes, and Sales Invoices in ApprovalMax for Xero via email and OCR.

ApprovalMax Capture via email for Xero

How to submit files to ApprovalMax Capture via email

Use email tags in ApprovalMax Capture for Xero to process Bills, POs, Credit Notes, and Sales Invoices.

How to use email tags with ApprovalMax Capture

How to set up ApprovalMax Capture data entry rules for Xero

Learn how ApprovalMax Capture recognises and maps Line Items for Xero workflows.

How Line Item detection works in ApprovalMax Capture for Xero

Does ApprovalMax Capture recognise Line Items?

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

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

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

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?

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

ApprovalMax Capture

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