Do feel free to contact us during your trial or subscription period and our Customer Support team will be happy to help you. When signing up for an ApprovalMax Trial, you’ll get placed on the Other Support service plan. Once you purchase a ...
The new navigation menu
On 22 September 2021, ApprovalMax activated the new in-product navigation for all users. The old navigation was switched off with no option to access it. Benefits of the new navigation: You can easily switch between Organisations using a drop-down ...
Roles in ApprovalMax (Xero)
There are three types of roles in ApprovalMax: Account-based, Organisation-based and Workflow-based roles. Within one Organisation a user in ApprovalMax can have one Account-based or Organisation-based role and at the same time be assigned to several ...
How do I set up the "Pulling from Xero" step for Bills?
All Bills in Xero with the status "Submitted for approval" will be picked up by ApprovalMax and put through the designated approval process. Unfortunately, ApprovalMax does not know the details of who has created which Bill in Xero because all Bills ...
Does ApprovalMax integrate with WorkflowMax?
We often get enquiries about ApprovalMax integrating with WorkflowMax. There are several scenarios to look at here: Sales Invoice approval We do have clients who prepare Sales Invoices in WorkflowMax, push them to Xero, and then have them picked up ...