Reporting
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. This is how you create such a report: On the Reports page, start creating a new report by clicking on the "NEW REPORT" button: In the first screen, ...
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, go to the Reporting section. Open a high-level or item-level report and click on the clock icon: Add a rule name, type in the email address of users you ...
Where can I find the reporting function?
To access the reporting feature, navigate to the main menu in the upper left-hand corner and select "Reports" under your Organisation: There are default reports already available, which can be adjusted if required : However, you also have the ...
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 ...
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Roles in ApprovalMax
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 ...
Budget management
We are currently working on a feature to allow checking Bills and Purchase Orders against the budgets that can be pulled from Xero. The Beta version is already available, so please contact us if you’d be interested in giving it a try. Once the ...
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 subscription, you automatically get access to our Standard Support service. Approved Partner ...
Can I approve QuickBooks Online Bills?
Yes. You can now create bills in ApprovalMax, route them through a multi-step approval workflow and then push them to QuickBooks Online on approval completion.
Approval conditions
In any approval step, there can be multiple Approvers. If this is the case, you can specify how such a request should be handled. For this, you can choose between two approval conditions: “All” and “Any of”. They determine how many of the Approvers ...