Reporting
Video: How to setup reports (Xero)
ApprovalMax product walk-through: how to setup reports https://youtu.be/wgzEWHb1gCQ
Video: How to use Accrual Report feature
ApprovalMax product walk-through: how to use Accruals Report feature in ApprovalMax You can also have a look at this article: How to create a Line Item Accrual report and export it to a Manual Journal
How to create a Line Item Accrual report and export it to a Manual Journal
Creating Accruals* in ApprovalMax is a straightforward process that helps maintaining accurate financial data. * Accruals in ApprovalMax on Line-Item level provide a comprehensive solution that allows you to create Accrual reports, generate journals ...
Step-by-Step Guide to Using Xero Line Item Accrual Reports
What are Accrual reports? Accrual accounting records revenues and expenses when they are incurred, regardless of when the respective cash transactions are made. This approach offers a more accurate representation of a company’s financial performance ...
Is it possible to run reports for offboarded users? (Xero)
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.
Is it possible to have the reports scheduled as PDFs rather than in Excel?
No, unfortunately, this is not possible at the moment. We are considering to add various report formats to the report scheduler though.
How to set up a report to check both the Bill-to-PO Matching and Purchase Order balance
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, click on the NEW REPORT button: Tick the checkbox next to Purchase Order and click on ...
Report: how many Bills are Pending Approval for each Approver (Xero)
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: Click on the +NEW REPORT button: Activate the Request Type checkbox for Bill and click on ...
Generate and schedule Line Item reports for Xero requests
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 ...
How to use the Report Scheduler in ApprovalMax for Xero
Instead of generating reports manually every time you need one, you can schedule the creation and specify who you want to receive such report – everybody will find it in their inbox right on time. Depending on your needs, scheduled reports can be ...
CSV Accrual report for Xero Manual Journals (header level)
In ApprovalMax, the Bill accrual feature allows users to generate collections of open Bills using the ApprovalMax filtering and reporting capability. The resulting .CSV file will be transferred to Xero via its capability for importing manual journal ...
How to download multiple audit reports in a single archive
Overview Step-by-Step Guide Overview This article is applicable to: Stand-alone users Xero users QuickBooks Online users NetSuite users Step-by-Step Guide Multiple audit reports can be downloaded as an archive with a single click. This facilitates ...
Where can I find the reporting function?
In the main menu and select your Organisation and open Request reports under the Reports section: There are default reports already available, which can be adjusted if required: Bills pending approval Purchase Orders pending approval Bills approved ...
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In the Practice Staff section, the Account Owner/Account Manager can only view a user’s certification status and download their certificate if the user has accepted an invitation: If a user has not yet completed certification, you can invite them to ...
ApprovalMax Support Policy
Feel free to contact us during your trial or subscription period; our Customer Support team will be happy to help. When signing up for an ApprovalMax Trial, you’ll get placed on the Other Support service plan. Once you purchase a Standard/Advanced ...
Roles in ApprovalMax
There are three types of roles in ApprovalMax: Account-based, Organisation-based and Workflow-based. Within the same ApprovalMax Organisation, a user can have one account-based or Organisation-based role, and get assigned to several workflow-based ...
Is ApprovalMax integrated with Xero Projects?
Xero Projects is an awesome product by Xero, which enables to keep track of time and costs for each project. Among other features, it allows to easily link Bill line items to specific projects and keep track of project expenses. We'd love to show you ...
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. When pulling Bills from Xero into ApprovalMax, all Bills will be created in the name of a specific user ...