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 exchange rate.
Do ApprovalMax users need to have a NetSuite licence?
No, ApprovalMax users do not need a NetSuite licence. ApprovalMax is integrated with NetSuite using API tokens that are created on behalf of a NetSuite user. This means NetSuite does not know anything about ApprovalMax users. Also, ApprovalMax users ...
Can I try ApprovalMax with my NetSuite sandbox?
Using a NetSuite sandbox lets you test ApprovalMax for NetSuite risk-free, ensuring your production environment remains unaffected. What is NetSuite Sandbox? NetSuite sandboxes give you a safe and isolated test account in which you can develop and ...
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
Certification management
In the Practice Staff section, the Account Owner/Account Manager can only view a user’s certification status and download their certificate if the user has accepted an invitation: If a user has not yet completed certification, you can invite them to ...
Support Policy
Feel free to contact us during your trial or subscription period; our Customer Support team will be happy to help. When signing up for an ApprovalMax Trial, you’ll get placed on the Other Support service plan. Once you purchase a Standard/Advanced ...
Bill-to-PO Matching: Migration process from old Matching to new Matching
The previous version of Matching functionality will no longer be supported starting from 1 April 2023. This means that all Organisations should migrate to the new data format to continue using the Bill-to-PO Matching feature. If your Organisation’s ...
Roles in ApprovalMax (Xero)
Overview Account-based role Organisation-based roles Workflow-based roles OverviewThere are three types of roles in ApprovalMax: account-based, Organisation-based and workflow-based. Within the same ApprovalMax Organisation, a user can have one ...
Is ApprovalMax integrated with Xero Projects?
Xero Projects is an awesome product by Xero, which enables to keep track of time and costs for each project. Among other features, it allows to easily link Bill line items to specific projects and keep track of project expenses. We'd love to show you ...