General
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 a user in the request?
Yes, ApprovalMax supports the ability to mention users in the request comments. Who can mention other users in the request? Users, who has access to the request: Requester Approver Watcher Admin Who can be mentioned in the request? Users from the ...
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 ...
Products Overview Guide guide
Learn how ApprovalMax integrates with Xero, QuickBooks Online, Cin7 Core and NetSuite accounting systems.
What integrations does ApprovalMax support?
ApprovalMax supports integrations with the cloud accounting systems: Xero QuickBooks Online NetSuite Cin7 Core as well as the OCR system: Dext (for Xero and QuickBooks Online) payment system: Airwallex and communication platform: Slack Learn more ...
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: ...
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 Accounts Payable Purchase Order workflow Bill workflow AP Credit Note workflow Batch Payment workflow Airwallex ...