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 the time zone can be changed: In Xero, open Accounting -> Advanced -> Financial settings and select your preferred time zone: Save the changes you made. Next, open 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. In order to ...
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: Under the main menu select your ApprovalMax Organisation, and open "Workflows and settings" >"Approval workflows". Click on the button "Connect" next to Approval workflows for Xero. Authorise ApprovalMax ...
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