Reporting
Can I use Power BI for reporting? (QuickBooks Online)
We are currently working on a Public API to make Power BI reporting available straight away. At the moment, there's no ETA though. As a workaround, you may set up reports in ApprovalMax as well as schedule their creation and emailing them to the ...
Is it possible to run reports for offboarded users? (QuickBooks Online)
No, once a user has been deleted (offboarded), reports with the name of this user will not be available. It is also not possible to run reports for requests created by a deleted user.
Report: how many Bills are pending approval by each of the Approvers? (QuickBooks Online)
In ApprovalMax, you can create reports showing all requests awaiting approval by a particular person. Important note: reports are only available to users with the Administrator or Auditor role. Learn more about how you can assign a new role to users ...
Line item reports (QuickBooks Online)
You can generate reports with line item details and also schedule the report generation and delivery to selected email addresses. Line item reports allow you to look deeper into your accounts payable and accounts receivable to understand what exactly ...
Report scheduler (QuickBooks Online)
It is now possible to schedule the sending of reports. This is how it works: In the main menu select your Organisation and go to the Reports section. Open a high-level (Reports) or item-level report (Line item reports) and click on the clock icon: ...
Where can I find the reporting function? (QuickBooks Online)
To access the reporting feature, navigate to the main menu in the upper left-hand corner, select your Organisation and open "Reports" section: You can use Line item reports or high-level reports. There are default reports already available, which ...
Can I download multiple audit reports in a single archive?
Yes, multiple audit reports can be downloaded as an archive with a single click. This facilitates the preparation of the document package for bulk payment approvals. This is how you download multiple audit reports in a single archive: Navigate to the ...
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. ...