ApprovalMax

Pay bills in ApprovalMax using ApprovalMax Pay, with multi-currency Wallets for flexible payments.

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

Fees & Pricing for Xero

Using Confirmation of Payee with ApprovalMax Pay

Can I restrict who makes payments with ApprovalMax Pay?

What are Vendor payment details?

How to create Vendor payment details

How to edit Vendor payment details

User permissions for the Vendor Details section

ApprovalMax Pay for QuickBooks Online (US) Beta

Fees & Pricing for for QuickBooks Online (US) Beta

Common features used across ApprovalMax Pay.

Pay Essentials

What are ApprovalMax Pay Wallets?

How to set up your ApprovalMax Pay Wallet

ApprovalMax Pay Wallet roles and permissions

External verification is a key step in the ApprovalMax Pay onboarding process.

How to complete external verification for ApprovalMax Pay Wallets

Why is a KYB verification required?

Add documents after your initial submission.

How to upload additional documents after submitting your KYB form

Wallets onboarding requirements for charities, not-for-profits and LLPs

Enabling Multicurrency in QuickBooks Online for ApprovalMax Pay Wallets

When you start using ApprovalMax Pay Wallets, the first step is to add funds to your Organisation’s GBP Wallet.

How to add funds to your ApprovalMax Pay GBP Wallet

When you start using ApprovalMax Pay Wallets, the first step is to add funds to your Organisation’s USD Wallet.

How to add funds to your ApprovalMax Pay USD Wallet

How to add currencies in ApprovalMax Pay Wallets

How to convert currencies in ApprovalMax Wallets

With ApprovalMax Pay Wallets, you can pay up to 200 Bills in different currencies directly from your Wallets.

How to pay with ApprovalMax Pay Wallets

Scheduled payments allow you to choose when a Batch Payment is executed, rather than paying immediately.

Scheduled payments for ApprovalMax Wallets

How to reconcile Bills in Xero with Wallets

How to reconcile Bills in QuickBooks Online with Wallets

A payment purpose code for ApprovalMax Wallets is required when making payments in specific countries or currencies.

What is a payment purpose code?

This article explains how to download a payment confirmation for any completed transaction in your ApprovalMax Pay Wallets.

How to download payment confirmations for Wallets

ApprovalMax Pay Wallets include built-in reporting tools that help you monitor Wallet transactions and balances.

How to generate Wallet reports

Cutoff times for conversions and payments in ApprovalMax Pay Wallets.

Understanding cutoff times for ApprovalMax Pay Wallets

How refunds are processed in ApprovalMax Pay Wallets

Supported currencies in ApprovalMax Pay

Restricted countries in ApprovalMax Pay

ApprovalMax Pay: safeguarding your funds

Are ApprovalMax Pay Wallets protected by the FSCS?

ApprovalMax Pay Wallets use a pay-as-you-go fee model, offering full transparency and flexibility.

Fee types in ApprovalMax Pay Wallets

Learn how to set up and manage Wallets for payments with ApprovalMax Pay.

Wallets 

How to set up ApprovalMax Pay and how this add-on works

Video: How to use ApprovalMax Pay

What is a Bank Account in ApprovalMax Pay?

Banks supported by ApprovalMax Pay

Who can add bank accounts and manage user access to them in ApprovalMax Pay?

How to set up a bank account connection with ApprovalMax

How to authenticate with Natwest Bank online in ApprovalMax Pay

How to remove a connected bank account

How to change the name of a Bank Account

How to change the matching of a connected bank account and a Xero bank account

How does the reconciliation work?

Does ApprovalMax Pay support overdraft payments?

Why has my bank account connection failed?

Why is it not possible to confirm a Payment?

Learn how to set up and use Open Banking to fund and process payments securely.

Open Banking

Back to ApprovalMax.com

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