Universal Product features
What is the Auto-Approval step?
Xero QuickBooks Online NetSuite Stand-alone Xero The Auto-Approval step is an additional first step in workflows that's available during trial periods and Advanced Features trials as well as with Advanced/Premium plans. In this step, you can enter ...
Is it possible to put requests On Hold?
Overview Xero QuickBooks Online NetSuite Overview What does On Hold mean? The On Hold status allows you to pause a request without cancelling it. A temporary suspension can be useful when you need to gather more information, or want to postpone a ...
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 ...
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 ...
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 ...
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 ...