How to manage your trial
What integrations does ApprovalMax support?
ApprovalMax supports integrations with the cloud accounting systems: Xero QuickBooks Online NetSuite (in beta stage) as well as the OCR system: Dext Learn more about integrations here.
Does ApprovalMax support an integration with NetSuite?
Yes, ApprovalMax has an integration with NetSuite; it's currently in beta stage. If you're interested in giving it a try, please contact us on beta-support@approvalmax.com For details on the NetSuite integration, please follow: ApprovalMax for ...
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. For Xero-connected Organisations, as part of the trial, you can benefit from a predefined ...
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: Rejection according to a safety catch An Organisation's Administrator will be notified if a request is auto-approved ...
Does ApprovalMax use client data for marketing purposes?
We are GDPR compliant. This means we use personal identifiable data for the given purpose based on consent of our customer. We are not asking to give consent for marketing use of customer data, hence we do not use customer data for any other purpose ...
Is it possible to import requests in ApprovalMax?
At the moment, ApprovalMax does not support file import. So, it is not possible to import requests as a file.
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.
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.
Administrator Guide
Administrator Guide is available on our website, please follow this link to find it: Administrator Guide for Xero Administrator Guide for QuickBooks Online
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 ...
Are there any limitations during the trial period?
To prevent hacker attacks, we had to limit the number of users to 20 per Organisation and the number of Organisations to 20 per account. During the trial period you are also not able to modify the email-text that gets sent out for user invitations. ...
How to contact support
For technical support: Please use the “Contact Support” button directly in the product: OR, if you don't use the product, fill in the form in our Knowledge base:
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 ...
Why do I see a "Trial expired" message?
The "Trial expires" / "Trial expired" message appears to those who created a trial Organisation in ApprovalMax and set up approval workflows for this Organisation, or were added as an Administrator for a trial Organisation created in someone else's ...
What happens when the trial ends?
Every trial version expires after 14 days and it will not be possible to create new approval requests, modify workflows, etc. after that. If you add an ApprovalMax Organisation that has been configured in trial mode originally to a paid subscription, ...
How can I terminate a trial?
ApprovalMax doesn’t work for your organisation? We’re sorry to hear that and would appreciate if you could share some feedback with us, so please contact us using the “Contact Support” button directly in the product How to terminate a trial In ...
How can I start a trial?
About the ApprovalMax trial The free 14-day ApprovalMax trial is a fully functional version of the product, only limited by time. When it runs out, you can purchase a subscription and keep all your data from the trial period. For details on starting ...
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 Creation and Approval workflow Bill Creation, Review and Approval workflow AP ...
Popular Articles
The new navigation menu
On 22 September, ApprovalMax will activate the new in-product navigation for all users. The old navigation will be switched off with no option to access it. Benefits of the new navigation: You can easily switch between Organisations using a drop-down ...
Support Policy
Within the trial or subscription period feel free to contact us and our Customer Support team will be happy to help you. When signing up for an ApprovalMax Trial, Standard or Advanced plan subscription, you automatically get access to our Basic ...
Roles in ApprovalMax (Xero)
There are two types of roles in ApprovalMax: Organisation-based roles and Request-based roles. A user in ApprovalMax can have one Organisation-based role and at the same time be assigned to several Request-based roles. In this case, the authorities ...
How often is data synced with Xero?
Pulling new documents and pushing back approval decisions ApprovalMax pulls new Bills/Invoices/Purchase Orders every 1 hour during a day. However, due to Xero API limitations, it’s not possible to get them right after they’ve been created. You can ...
Which subscription plan is the right one for me?
Each ApprovalMax product (ApprovalMax for Xero and ApprovalMax for QuickBooks Online) has three plans (Standard, Advanced, Premium) that differ regarding the available features. ...