Universal Product features
What is the Auto-approval step?
Xero QuickBooks Online NetSuite Cin7 Core Stand-alone Xero The auto-approval step is an additional first step in workflows that's available during trial periods and Advanced Feature trial periods as well as with Advanced/Premium plans. In this step, ...
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. What does On Hold Mean? The On Hold status allows you to pause a request without cancelling ...
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 ...
Products Overview guide
Learn how ApprovalMax integrates with Xero, QuickBooks Online, Cin7 Core and NetSuite accounting systems.
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 ...