ApprovalMax Capture
Can I use ApprovalMax Capture in the mobile app?
Currently, ApprovalMax Capture is available in the mobile apps for Android and iOS devices only for Xero Bills. We are working on making it available for other request types too. This is how it works In the mobile app, tap on New request and select ...
Documents ApprovalMax Capture processed per billing cycle
You can check how many documents have been processed via ApprovalMax Capture by looking at the usage breakdown for the current or a previous billing period. Go to Billings & Subscriptions, open the Subscriptions tab and select a corresponding billing ...
Who gets notified regarding the request creation via email
Successful processing: the Requester (as defined in the workflow settings) is notified about successfully processed files. OCR failure: the Requester is notified if the request has been created but the OCR failed. Email processing failure: the sender ...
Will I be charged if the document data is not recognised?
ApprovalMax will not charge you for data extraction failures resulting from internal errors. However, you are responsible for ensuring the suitability of documents uploaded to ApprovalMax Capture. Charges will apply if the data extraction fails ...
I have multiple Organisations, how can I pay for ApprovalMax Capture?
ApprovalMax Capture is tied to your subscription. This means that all Organisations linked to that subscription can use ApprovalMax Capture.
What happens if I receive an invoice from a new Supplier/Vendor?
If you receive an invoice from a new Supplier/Vendor, ApprovalMax Capture won't be able to automatically find this Supplier/Vendor. In this case, you'll need to create the Supplier/Vendor manually either in Xero/QuickBooks Online/NetSuite or directly ...
Can ApprovalMax Capture handle handwritten notes or poor-quality receipts?
Yes, ApprovalMax Capture can process handwritten notes and poor-quality receipts. The process remains the same, but the amount of data recognised may vary depending on the quality of the source.
What languages does ApprovalMax Capture support?
ApprovalMax Capture supports over 40 types of languages: Albanian Arabic Bulgarian Chinese Croatian Czech Danish Dutch English Estonian Finnish French German Greek Hebrew Hungarian Icelandic Italian Japanese Korean Latvian Lithuanian Macedonian Malay ...
Does ApprovalMax Capture recognise Line Items?
ApprovalMax Capture recognises automatically all Line Item fields and intelligently prefills the Bill request with such data (like Accounts and Tracking Categories). This smart feature leverages your Organisation's historic Supplier data to ensure ...
Which accounting systems does ApprovalMax Capture work with?
Currently, ApprovalMax Capture is compatible with Xero, QuickBooks Online and NetSuite (Beta). If you want to enable this beta feature for your ApprovalMax Organisation, please contact us.
How many documents can I process during an ApprovalMax Capture trial?
When trialling ApprovalMax Capture, you can process 100 documents. If you find that you need more than that and your trial is not yet over, please contact us to have the details reviewed. This is how you can explore ApprovalMax Capture If you're new ...
How can I try ApprovalMax Capture?
Choose the option that suits your needs best and start exploring ApprovalMax Capture: Live Organisation trial: Start a risk-free All Features trial and experience ApprovalMax Capture in your live Organisation. New Organisation trial: Create a new ...
How to submit files to ApprovalMax Capture via email
Provide your Suppliers/Vendors with the ApprovalMax email address you specified in the Bill workflow settings for submitting files via ApprovalMax Capture. Or, if you're already receiving invoices to your organisation's email address, forward those ...
How to set up submitting files to ApprovalMax Capture via email
Streamline your invoice processing by receiving files via a dedicated ApprovalMax email address and submitting them for automated data recognition (OCR). For this purpose, you can share a unique ApprovalMax email address with your Suppliers/Vendors ...
How can I purchase the add-on ApprovalMax Capture?
ApprovalMax Capture is now available for purchase in the United Kingdom, Australia, New Zealand and the European Union (currently, only Stripe-billed subscriptions are supported). We are working on adding other billing channels and will roll them out ...
How does account code recognition work in ApprovalMax Capture?
Currently, the account detection in Bills/ Sales Invoices (Xero) created via ApprovalMax Capture works based on Suppliers/ Vendors that were approved and pushed to Xero/ QuickBooks Online bills history. The account code which was used most in the ...
Video: How to use ApprovalMax Capture
ApprovalMax product walk-through: how to use ApprovalMax Capture: Xero QuickBooks Online Oracle NetSuite Xero https://youtu.be/mGoRPopvdJE?si=_u06ML-R-UKagVsa QuickBooks Online https://youtu.be/j2_Nv6oaSic?si=5Sg84fXKoCmiIL83 Oracle NetSuite ...
What file types can be uploaded via ApprovalMax Capture?
During the creation of Bills/ Sales Invoices (Xero) in ApprovalMax, you can attach files via ApprovalMax Capture. However, some technical limitations do apply. The supported file extensions as well as the size and number of files that can be attached ...
How to bulk upload files via ApprovalMax Capture
This is how you bulk upload files and create Bills/ Sales Invoices (Xero) via ApprovalMax Capture: Click on the button. Select "Bill" and click on the BULK CREATE button: To have the attachments recognised and Bill fields populated automatically, ...
How to upload a single file via ApprovalMax Capture
This is how you upload individual files via ApprovalMax Capture to create Bills/ Sales Invoices (Xero): Click on the button. Select "Bill" and click on CREATE A REQUEST: To have the data in the attachment recognised and Bill fields automatically ...
What is ApprovalMax Capture?
ApprovalMax Capture is an innovative add-on that streamlines Bill/ Sales Invoice (Xero) processing: Automatic upload of invoices directly into ApprovalMax - no more switching between multiple applications when creating Bills Automated data ...