Connection
How can I change the time zone for my Xero Organisation?
Only an Organisation's Account Owner can change its time zone. This is how you can change the time zone: In Xero, open Accounting -> Advanced -> Financial settings. Select your preferred time zone and click on Save. In ApprovalMax menu select the ...
How can I change the Xero default currency?
You can select your base (default) currency while adding an Organisation in Xero. Once your Organisation has been added, it is not possible to change your base currency. You'll find more information on this here. The Xero default currency is ...
How can I reconnect an Organisation?
Disconnections do occur from time to time, unfortunately. We are closely monitoring this problem, and digging into it. In case an ApprovalMax Organisation gets disconnected from Xero, Administrators are notified and need to reconnect. To reconnect, ...
Can I do a trial without using my real data from Xero?
Yes! You can find out how ApprovalMax works by connecting to a demo organisation, which can be created in Xero for that purpose. This way, you can test all ApprovalMax features without affecting your real Xero data in any way. This is how you connect ...
How can I connect ApprovalMax to Xero?
This is how you connect ApprovalMax to Xero: In the main menu select your ApprovalMax Organisation, and open Approval workflows page under Workflows and settings section. Click on the Connect button next to ApprovalMax workflows for Xero Select the ...
Can I reconnect to a different Xero organisation?
When connected to your accounting system, the ApprovalMax Organisation establishes a one-to-one relationship with its connected organisation in Xero. Once the connection with a particular organisation has been activated, it is not possible to ...
Video: How to sign up and connect to Xero
ApprovalMax product walk-through: how to sign up and connect ApprovalMax to Xero