ApprovalMax | Mobile App | Knowledge Base

Mobile app
How can I fix problems with logging into the ApprovalMax app?
Please ensure that you use the latest version of the app and the most recent version of your phone OS. If the issue remains, please contact us with this information: user email address, device and app version.
Can I search for requests in the mobile app?
No, the search function is not supported in the mobile app. Please use the web app to find particular requests. For more information, please refer to: How to find a request in ApprovalMax (Xero) How to find a request in ApprovalMax (QuickBooks ...
How can I set reminders of pending approvals?
In the mobile app, Approvers can set reminders so that they don't forget about approvals waiting for their decision. They will then receive a push notification according to their respective choice. This is how you set a reminder: Click on REMIND ME ...
Can I reset my ApprovalMax password on mobile devices?
Yes, you can reset your ApprovalMax password using the mobile app - provided that you have enabled 2FA for your account. To reset your password, click on the "Forgot password?" link: Type in your email address: Enter the 4-digit code that we've just ...
Mobile apps for Approvers and Requesters
There are two different mobile apps available for Approvers and Requesters, depending on the device used: iPhone Android Mobile apps allow to raise Purchase Orders, Bills, Expenses, Contacts/Vendors and stand-alone requests as well as approving all ...

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Support Policy
Do feel free to contact us during your trial or subscription period and our Customer Support team will be happy to help you. When signing up for an ApprovalMax Trial, you’ll get placed on the Other Support service plan. Once you purchase a ...
The new navigation menu
On 22 September 2021, ApprovalMax activated the new in-product navigation for all users. The old navigation was switched off with no option to access it. Benefits of the new navigation: You can easily switch between Organisations using a drop-down ...
Roles in ApprovalMax (Xero)
There are three types of roles in ApprovalMax: Account-based, Organisation-based and Workflow-based roles. Within one Organisation a user in ApprovalMax can have one Account-based or Organisation-based role and at the same time be assigned to several ...
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. Unfortunately, ApprovalMax does not know the details of who has created which Bill in Xero because all Bills ...
Does ApprovalMax integrate with WorkflowMax?
We often get enquiries about ApprovalMax integrating with WorkflowMax. There are several scenarios to look at here: Sales Invoice approval We do have clients who prepare Sales Invoices in WorkflowMax, push them to Xero, and then have them picked up ...

Mobile app