Mobile App
What requests can be approved in the Mobile App
The mobile app provides for: Requesters to create these requests and submit them for approval Approvers to approve/reject, reassign requests to other Approvers, and communicate with the Requester and other Approvers in the comments section ...
Can I use ApprovalMax Capture in the mobile app?
Currently, ApprovalMax Capture is available in the mobile apps for Android and iOS devices only for Xero Bills. We are working on making it available for other request types too. This is how it works In the mobile app, tap on New request and select ...
Can I do Budget Checking in the mobile app? (QuickBooks Online)
Budget Checking is not yet possible in the mobile app. However, we are working on making this functionality available there in the future.
How does 2FA work on mobile devices?
2FA is mandatory only for Xero users as per Xero restrictions, while Pin/Face ID is mandatory for all users. If you have enabled both Pin/Face ID and 2FA, you'll have to use both for authentication when you log into the system. You won't have to ...
Enable Apple mobile SSO for ApprovalMax on your device
Apple has a special security setting: hiding the email address that is associated with the Apple ID and replacing it with another one (randomly generated). This setting pops up for selection once per application. If you choose to hide the originally ...
Does ApprovalMax support Xero Budget Checking in the mobile app?
Yes, ApprovalMax does support Xero Budget Checking in its mobile app. Here is what it looks like: Click on the Budget to open its details:
Bill-to-PO Matching: can I match Bills to Purchase Orders in the mobile app?
Yes, this is perfectly possible. The current Bill Approvers and the Organisation Administrators can easily match Bills to Purchase Orders in our mobile app. Simply click on the MATCH button in the Bill: Next, select the Purchase Orders for matching ...
How can I fix problems with logging in to the ApprovalMax app?
Please ensure that you use the latest version of the app and the most recent version of your phone operating system. If the issue remains, please contact us with this information: user email address, device and app version.
Can I search for requests in the mobile app?
Yes, you can search for requests in the ApprovalMax mobile app: For details on searching in the web app, see: How to find a request in ApprovalMax (Xero) How to find a request in ApprovalMax (QuickBooks Online)
How can I set reminders of pending approvals?
In the mobile app, Approvers can set reminders so that they don't forget about approvals waiting for their decision. They will then receive a push notification according to their respective choice. This is how you set a reminder: Click on REMIND ME ...
Can I reset my ApprovalMax password on mobile devices?
Yes, you can reset your ApprovalMax password using the mobile app - provided that you have enabled 2FA for your account. To reset your password, click on the "Forgot password?" link: Type in your email address and click on "PROCEED": Enter the ...
Can I use the web version on my mobile device?
No, that's not possible. When logging into https://app.approvalmax.com/ from a mobile device, you'll see a “Please download our app” page - there is no alternative to this. Please note: ApprovalMax does not support the mobile view via a browser, it's ...
Mobile apps for Approvers and Requesters
There are two different mobile apps available for Approvers and Requesters, depending on the device used: iPhone Android Mobile apps allow to raise Purchase Orders, Bills, Expenses, Contacts/Vendors and stand-alone requests as well as approving all ...
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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 ...
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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 ...