Partner Portal
How can I claim my Partner Organisation?
To request your free Partner Organisation, log into your ApprovalMax account and click on your account avatar to access "Billing & Subscriptions": Find your Organisation under the Organisations tab. Then click on the three-dot menu and nominate an ...
How can I apply for Partner status?
In order to apply for Partner status, log into your ApprovalMax account and follow the link https://partner.approvalmax.com/. On the Partner Portal page, click on the "APPLY NOW" button: Fill in the required information and submit your application: ...
How to accept an invitation to the Partner Portal
Accept invitations in the avatar menu Messages about an invitation to the Partner Portal appear in the avatar menu of authorised users who have a profile, and received one or more invitations to a business account. Click on your Avatar in the top ...
Does an Administrator need to add account managers to an Organisation?
There are two possible scenarios: Organisations created by the account owner: When the account owner creates an Organisation, all then existing account managers are added automatically as Administrators. Any account managers that get added after the ...
When can I accept an invitation to a business account?
It is only possible for users to accept an invitation to a business account if they: Do not have their own business account Have not been added to any other business account A user's data (except their email address) is visible to other business ...
Business account roles
The account owner is a registered person who created an account. They can apply for Partner status, have access to the Partner Portal and Practice staff, invite users and assign their role, send out invitations to certifications, add ...
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. ...