Accessing ApprovalMax
Is it possible to copy historical data from one organisation to another?
Unfortunately, this is not possible to copy historical data such as requests, reports, matching from one ApprovalMax Organisation to another.
Customer Feedback tool
The ApprovalMax Customer Feedback tool helps to obtain customer insights and feature requests; it's available for the Administrators of Organisations under a paid subscription. To access feadback tool click on you Avatar in the right-hand corner and ...
Fraudulent activity: overview of request statuses
ApprovalMax allows proper tracking of documents that were created and then approved without going through the respective approval workflow in ApprovalMax, or were changed directly in the accounting system. For such requests, different labels are ...
Notifications in ApprovalMax
ApprovalMax sends out two types of email notifications (instantly and daily), about: New requests (instantly) Comments (instantly) Other notifications (Auto-approvals/Auto-rejections, Forced decisions, change of Approvers, etc.) (instantly) ...
How can I change my time zone?
To change your time zone from any page, click on your Avatar in the upper right-hand corner and open the "My profile" settings: Under "My profile", select your new time zone and save changes:
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 ...
Can Administrators change user names?
No, they can't. ApprovalMax Administrators don't have access to a user's profile data. Only the users themselves can change their user name by accessing "My profile" under the Avatar in the top right-hand corner.
Can the Administrator enforce "Sign in with Google" for all users?
Unfortunately, the Administrator cannot enforce "Sign in with Google" for all users because it would mean disabling all username/password authentication. It is up to each user to decide which method they use to log in.
Does my ApprovalMax password expire?
No, the password to your ApprovalMax account does not expire.
Does a link for signing up to ApprovalMax expire?
Yes, the link in a sign-up email will expire after 10 days.
Does the invitation link to an Organisation expire?
No, the invitation link to an Organisation does not expire.
Video: How to manage two-factor authentication in ApprovalMax
ApprovalMax product walk-through: how to manage two-factor authentication (2FA) in ApprovalMax https://www.youtube.com/watch?v=51W21fw1vNQ You can also have a look at this article: Does ApprovalMax support 2FA?
Why can't I log into ApprovalMax?
There are several possible reasons for issues with logging into ApprovalMax: First of all, check that you're using an up-to-date version of a supported browser . If you still can't log in, clear the browser cache and delete the cookies. If the above ...
New help menu
If you're looking for educational material or experiencing an issue, please check our resources under the button in the top right-hand corner next to your Avatar. The help menu contains a number of links: Access to the ApprovalMax Knowledge base with ...
How can I enable/disable 2FA?
ApprovalMax supports 2FA via TOTP standard. The solution is optional for all users, except Australian. Two-factor authentication can be enabled/disabled by users themselves. In case of login/password authorisation, ApprovalMax provides two methods of ...
Can I use the web version on my mobile device?
No, that's not possible. When logging into https://app.approvalmax.com/ from a mobile device, you'll see a “Please download our app” page - there is no alternative to this. Please note: ApprovalMax does not support the mobile view via a browser, it's ...
Single Sign On (SSO): how to use your Google account for logging in to ApprovalMax
Are you tired of tracking new logins and passwords? You can use your Google account as a Single-Sign-On with ApprovalMax. This way you only need to remember your Google credentials. When you log in to ApprovalMax ...
How can I change my name in ApprovalMax?
Everyone can modify their username in ApprovalMax. This is how you change your username in ApprovalMax: Click on your Avatar in the top right-hand corner Open "My Profile" and make the alterations to your username as you wish and save changes. Please ...
How can I change my password?
To change your password, click on your Avatar in the top right-hand corner and select "My profile". In "My profile" click on "Change password": and enter both the current and new password. Then confirm by clicking on "Change password". To show what ...
What happens if I forget my password?
Forgetting your password is not a problem, it can be reset by following these steps: Please click on this link: https://app.approvalmax.com/#resetPassword Enter your email address in the form. Click on the "Reset password" button in the email sent to ...
Popular Articles
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. ...