General
Is it possible to put requests On Hold?
Overview QuickBooks Online Xero NetSuite Cin7 Overview ApprovalMax provides an On Hold functionality to manage requests that require a temporary suspension. QuickBooks Online What does On Hold Mean? The On Hold status allows you to pause a request ...
Migration from the old Review functionality to the new Editing on Approval
In 2017, ApprovalMax introduced a basic Review and Coding functionality specifically for Xero Bills. Since then, we've developed a much more advanced and flexible solution – Editing on Approval – which covers a wider range of Xero workflows. We will ...
What is the difference between the Review step and the Editing on Approval feature?
What is the Editing on Approval functionality? Approvers with editing privileges can change requests during the approval process without having to reject them. ApprovalMax Administrators and Workflow Managers can grant editing permissions to ...
Where does ApprovalMax get the exchange rate from?
The Exchange Rates feature allows users to apply accurate currency conversions when processing and approving finance documents such as Invoices, Purchase Orders and Expense Claims. This ensures that the financial records and reports reflect the most ...
Troubleshooting: I'm asked to set up two-factor authentication - why, and what can I do?
If you're enforced to use 2FA, you'll be prompted to set up two-factor authentication: Click on the SET UP TWO-FACTOR AUTHENTICATION button. Download an Authenticator app on your smartphone. Suitable Authenticator applications are: Google ...
Can I mention other users in a request?
Yes, ApprovalMax supports the mentioning of users in the request comments and in the following pop-ups: GRN status update with a comment Mark a Xero Purchase Order as Billed Mark a QuickBooks Online Purchase Order as Closed/Open Request rejection ...
What users with the Organisation Workflow Manager role can/cannot do
Organisation Workflow Manager is a role in the Organisation that is responsible for managing workflows and users within this Organisation. The Account Owner or Administrator can assign the Organisation Workflow Manager role to users within this ...
What integrations does ApprovalMax support?
ApprovalMax supports integrations with: The cloud accounting systems Xero QuickBooks Online NetSuite Cin7 Core The OCR system Dext (for Xero and QuickBooks Online) The payment system Airwallex The communication platform Slack And there are two ...
Customer Feedback tool
The ApprovalMax Customer Feedback tool helps to obtain customer insights and feature requests. To access feedback tool click on you Avatar in the right-hand corner and open "Customer feedback": Alternatively, click on "Vote now" from the main menu: ...
Overview of the different request statuses after approval/payment
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 ...
Is there a trial for ApprovalMax?
Yes, ApprovalMax offers a 14-day* trial with all features available free of charge. You don’t need any pre-approval or enter your credit card details for this. *Note: If you already have an ApprovalMax subscription and want to add a new Organisation ...
When does an Organisation's Administrator get notified?
There are some cases where an Organisation's Administrator gets notified, irrespective of the notification settings under My Profile: Disconnection of an Organisation Unfortunately, disconnections do occur from time to time. If an ApprovalMax ...
Does the Dext-ApprovalMax integration work with other accounting systems?
Unfortunately, currently, the integration with Dext only works together with the two accounting systems QuickBooks Online and Xero. See what integrations does ApprovalMax support.
Does ApprovalMax support an integration with Sage?
Currently, ApprovalMax does not support an integration with Sage. We are considering this for future implementation though. However, no ETA can be provided at present. See what integrations does ApprovalMax support.
How to contact sales
For general questions and sales enquiries: Please use the “Contact Sales” button directly in the product: Alternatively, click on your Avatar in the upper right-hand corner and open the Billing & Subscriptions page: On the Billing & Subscriptions ...
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 to contact support
Organisation Administrators, Account Owners, and Practice Staff Managers (Partner accounts) have access to technical support to address any questions or issues they may encounter. Please use the “Contact Support” button directly in the product: Or ...
About ApprovalMax
ApprovalMax was founded in March 2014 by a team of workflow/BPM professionals who are passionate about easy tools that reduce complexity, deliver simplicity, and just work. Our goal is to provide finance managers and accounting outsourcing companies ...
What is the "Setup and Training" package?
If you are busy with your daily activities but want the app to be up and running as soon as possible, the ApprovalMax Setup and Training Package might be the right thing for you. The ApprovalMax Setup and Training Package includes: Requirements and ...
Which workflows does ApprovalMax support?
ApprovalMax supports workflows for several cloud accounting products and can also serve as a stand-alone solution. ApprovalMax for Xero ApprovalMax for QuickBooks Online ApprovalMax for Oracle NetSuite ApprovalMax for Cin7 Core Stand-alone workflows ...