ApprovalMax | Workflows | Knowledge Base

Workflows
How to download approval workflows in ApprovalMax
Overview Step-by-Step Guide Overview This article explains how to download an approval workflow as a PDF file from ApprovalMax. This PDF includes all approval steps, participants, and rules. It can be used for audit purposes or internal ...
Journal Entry workflow
Overview Why create a Journal Entry? How does it work? NetSuite Xero QuickBooks Online Overview A Journal Entry is a manual recording of transactions and adjustments to your accounting file. Journal Entries allow you to transfer funds between ...
How Purchase Order numbers are assigned in ApprovalMax
Overview Xero QuickBooks Online Overview In ApprovalMax, Purchase Order numbers are not generated by ApprovalMax but assigned by your connected accounting system once a Purchase Order has been fully approved and sent through. This article applies to: ...
How to edit the default Tax-exclusive/inclusive setting for requests
Overview Xero Quickbooks Online Overview In ApprovalMax, the Tax-exclusive/inclusive setting determines whether amounts in requests are treated as including or excluding tax. The default setting for this is pulled directly from your connected ...

Popular Articles
Certification management
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 ...
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 ...
Bill-to-PO Matching: Migration process from old Matching to new Matching
The previous version of Matching functionality will no longer be supported starting from 1 April 2023. This means that all Organisations should migrate to the new data format to continue using the Bill-to-PO Matching feature. If your Organisation’s ...
Roles in ApprovalMax
Overview Account-based role Organisation-based roles Workflow-based roles OverviewThere are three types of roles in ApprovalMax: Account-based, Organisation-based and Workflow-based. Within the same ApprovalMax Organisation, a user can have one ...
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 ...

Workflows