About ApprovalMax
Can I download an attachment archive for all requests?
Overview Step-by-step Guide Overview Yes, you can download an attachment archive for all requests with a single click. This feature is available for: Xero QuickBooks Online NetSuite Stand-alone workflows Step-by-step Guide This is how you download ...
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 ...
What integrations does ApprovalMax support?
ApprovalMax supports integrations with: The cloud accounting systems Xero QuickBooks Online NetSuite The OCR system Dext (for Xero and QuickBooks Online) The payment system Airwallex The communication platform Slack And there are two ApprovalMax ...
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 ...
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.
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. Xero Integration ApprovalMax for Xero Accounts Payable Purchase Order workflow Bill workflow AP Credit Note workflow Xero Batch Payment ...
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 (Xero)
There are three types of roles in ApprovalMax: account-based, Organisation-based and workflow-based. Within the same ApprovalMax Organisation, a user can have one account-based or Organisation-based role and get assigned to several workflow-based ...
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 ...