Sync and Netsuite connection
How to create an ApprovalMax URL field in NetSuite
When viewing a Vendor Bill in NetSuite, it's quite often necessary to understand what's happening with its approval. Instead of having to find a particular Bill in ApprovalMax manually, a direct link to ApprovalMax in the NetSuite bill form comes in ...
What happens after an approval / rejection?
After their approval in ApprovalMax, Bills are automatically authorised in NetSuite and have the approval status: Approved, Bill status: Open. If one of the Approvers rejects a request which was initially created in NetSuite and then submitted for ...
How are documents in a non-default currency checked against a threshold?
All rules are set up using the base currency (default currency). If you have requests with other currencies, they will be converted into the default currency based on the NetSuite exchange rates.
Who needs access to NetSuite?
The person who will connect ApprovalMax to NetSuite needs full access to NetSuite. Requesters* who create Bills in NetSuite need access to NetSuite. * Unfortunately, ApprovalMax is not aware of who created the Bills in NetSuite because all Bills ...
Can I try ApprovalMax with my NetSuite sandbox?
Connecting ApprovalMax to NetSuite allows you to set up Bill Approval workflows. When you connect to a NetSuite sandbox, you can try ApprovalMax for NetSuite without worrying about affecting your production account. What is NetSuite Sandbox? NetSuite ...
Does ApprovalMax support NetSuite SSO?
Currently, NetSuite SSO is not supported. However, we do have this planned. Though, at the moment, we cannot commit to any timeframe.
Popular Articles
The new navigation menu
On 22 September, ApprovalMax will activate the new in-product navigation for all users. The old navigation will be switched off with no option to access it. Benefits of the new navigation: You can easily switch between Organisations using a drop-down ...
Support Policy
Within the trial or subscription period feel free to contact us and our Customer Support team will be happy to help you. When signing up for an ApprovalMax Trial, Standard or Advanced plan subscription, you automatically get access to our Basic ...
Roles in ApprovalMax (Xero)
There are two types of roles in ApprovalMax: Organisation-based roles and Request-based roles. A user in ApprovalMax can have one Organisation-based role and at the same time be assigned to several Request-based roles. In this case, the authorities ...
How often is data synced with Xero?
Pulling new documents and pushing back approval decisions ApprovalMax pulls new Bills/Invoices/Purchase Orders every 1 hour during a day. However, due to Xero API limitations, it’s not possible to get them right after they’ve been created. You can ...
Which subscription plan is the right one for me?
Each ApprovalMax product (ApprovalMax for Xero and ApprovalMax for QuickBooks Online) has three plans (Standard, Advanced, Premium) that differ regarding the available features. ...