Reporting
Can I use Power BI for reporting? (Xero)
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 ...
Can I get a report from the approval matrix on the Vendors assigned to an Approver?
Unfortunately, it is not possible to create such a report in ApprovalMax. However, as a workaround, you can download the approval workflow as a PDF file and copy/paste the relevant information from there:
Can I get a report from the approval matrix on the Suppliers assigned to an Approver?
Unfortunately, it is not possible to create such a report in ApprovalMax. However, as a workaround, you can download the approval workflow as a PDF file and copy/paste the relevant information from there:
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, this is unfortunately 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, start creating a new report by clicking on the "NEW REPORT" button: In the first screen, ...
Report: how many Bills are pending approval by each of the Approvers? (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, start creating a new report by clicking on the "NEW REPORT" button: In the first screen, ...
Line item reports (Xero)
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 (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 ...
Accrual report .CSV file for Xero Manual Journal entry
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 ...
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: Go to the main ...
Where can I find the reporting function?
To access the reporting feature, navigate to the main menu in the upper left-hand corner, select your Organisation and open "Reports" section: There are default reports already available, which can be adjusted if required: Bills pending approval ...
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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. ...