About ApprovalMax
What can a Reviewer accomplish in ApprovalMax?
Xero When a request is On Review, the Reviewer can: Edit the request Cancel request at any step before final approval Match Bills to Purchase Orders Please note: the option to add a Purchase Order Requester as a Bill Approver is not available in the ...
Video: How to sign up and connect in ApprovalMax
Xero ApprovalMax product walk-through: how to sign up and connect ApprovalMax to Xero QuickBooks Online ApprovalMax product walk-through: how to sign up and connect ApprovalMax to QuickBooks Online:
ApprovalMax Supported countries, taxes, currencies
Xero ApprovalMax pulls all Xero items in read-only mode. Therefore, all data defined in Xero (such as taxes, currencies, etc.) is displayed in ApprovalMax “as is”. ApprovalMax supports: All Xero Countries All Xero Taxes All Xero Currencies QuickBooks ...
Request Version History
Xero The versioning of request details records a comprehensive history of your requests, which you can view to better understand the evolution of each one: What does version history show? Creation time: when each version was created Triggering event: ...
Managers aren’t getting email alerts for pending Bills approval
Xero In order to receive such notifications, three conditions must be met: Only managers that are taking part in the approval of a particular request are notified about it by the system In their profile, managers must have turned on the notifications ...
Can a Bill be reinstated after being rejected?
Xero If a Bill that was created in Xero gets rejected by an Approver, it goes back to Xero in the "Draft" status. Its Requester needs to amend the Bill in Xero and then resubmit it for approval. If a Bill that was created in ApprovalMax gets rejected ...
Can a Purchase Order be duplicated to a Bill without including the attachments?
Xero Currently, when copying a Purchase Order to a Bill, all Purchase Order attachments are copied together with the Purchase Order PDF and the Purchase Order audit report. It is not possible to choose whether you want to copy the Purchase Order's ...
How to change a Sales Invoice after final approval
Xero As long as a Sales Invoice has not been fully approved, its Requester has the option to edit the request (this means the Sales Invoice will be resubmitted for approval), or to cancel it. As soon as a Sales Invoice has been fully approved, it can ...
How to set up Pulling Bills in ApprovalMax
Xero NetSuite Xero You can configure ApprovalMax to retrieve all Bills in the "Submitted for approval" status from Xero and initiate the corresponding approval workflow. Here's how you can enable the pulling of Bills with this status from Xero: In ...
Does ApprovalMax support the Open Authorisation standard OAuth 2.0?
Yes, ApprovalMax does support Xero OAuth 2.0 and QuickBooks Online OAuth 2.0. Please note: Since 31 March 2021, we no longer support OAuth 1.0 for Public and Partner apps.
Which single-sign on options does ApprovalMax support?
At the moment, ApprovalMax supports Google, Microsoft, Xero and Intuit single-sign on (SSO). NetSuite SSO is currently not supported. We do have this option planned but cannot commit to any timeframe right now. For questions related to information ...
Does ApprovalMax support the integration with Airwallex and Sage?
Airwallex Airwallex is a global financial technology company offering multi-currency payments, financial services and software as a service. It utilises a broad payment network and works with best-in-market liquidity providers to deliver a more ...
What is the ApprovalMax Training Package?
Expert-led sessions designed to help your team confidently use ApprovalMax. What’s included? Two 60 minute training sessions designed to strengthen your team’s skills A detailed product walkthrough to unlock ApprovalMax’s full value Custom training ...
Managing currencies in ApprovalMax
ApprovalMax handles currency settings based on how your Organisation is configured: If you're using Xero or QuickBooks Online, ApprovalMax pulls your Organisation’s default currency directly from your connected accounting platform. If you're using ...
Can I use Power BI for reporting?
Overview Answer Overview This article is applicable to: Xero users QuickBooks Online user Answer Yes, you can use the ApprovalMax public API for reporting purposes with Power Business Intelligence (Power BI). By integrating our API with Power BI, you ...
How to download an attachment archive for all requests
In ApprovalMax, you can download an attachment archive for all requests with a single click. This is how you download an attachment archive for all requests: In the main menu, go to your Organisation and click on Request reports under Reports: Open ...
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 ...
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 ...
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
Can I view the certification status of employees?
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 ...
ApprovalMax 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 ...
Roles in ApprovalMax
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 ...
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. When pulling Bills from Xero into ApprovalMax, all Bills will be created in the name of a specific user ...