ApprovalMax

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

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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