How to manage your trial
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 ...
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 : ApprovalMax – Administator Guide
How to contact sales
For general questions and sales enquiries: sales@approvalmax.com +44 20 3034 3380 Or, alternatively, ask an expert.
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 30 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 30-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
Roles in ApprovalMax
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 ...
Budget management
We are currently working on a feature to allow checking Bills and Purchase Orders against the budgets that can be pulled from Xero. The Beta version is already available, so please contact us if you’d be interested in giving it a try. Once the ...
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 subscription, you automatically get access to our Standard Support service. Approved Partner ...
Can I approve QuickBooks Online Bills?
Yes. You can now create bills in ApprovalMax, route them through a multi-step approval workflow and then push them to QuickBooks Online on approval completion.
Security - most frequently asked questions
Below, you'll find the answers to the most frequently asked security-related questions: ApprovalMax is GDPR compliant ApprovalMax supports Xero SSO, QuickBooks Online SSO, Google SSO ApprovalMax supports Xero OAuth 2.0 ApprovalMax supports QuickBooks ...