Partner Portal
What is the ApprovalMax Partner Programme?
The ApprovalMax Partner Programme is a specialised initiative designed for accounting and bookkeeping firms, cloud integrators and others looking to collaborate and engage more closely with ApprovalMax. This programme offers a range of benefits ...
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?
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: Next, you'll ...
How to accept an invitation to the Partner Portal
Accept an invitation 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 ...
Do Administrators add Account Managers to an Organisation?
There are two scenarios: Organisations are created by an Account Owner During the creation of an Organisation by the Account Owner, all existing Account Managers are automatically added to it as Administrators. Any Account Managers 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 ...
What roles are available in ApprovalMax Practice Staff?
A member has an ApprovalMax profile and was assigned to a Partner account as a related person. Members are visible in the Practice Staff list and have access to the Partner Portal. A user manager has the same authority as a member but can also add ...
Popular Articles
Can I view the certification status of employees?
In the Practice Staff section, the Account Owner/Account Manager can only view a user’s certification status and download their certificate if the user has accepted an invitation: If a user has not yet completed certification, you can invite them to ...
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 ...
Roles in ApprovalMax
There are three types of roles in ApprovalMax: Account-based, Organisation-based and Workflow-based. Within the same ApprovalMax Organisation, a user can have one account-based or Organisation-based role, and get assigned to several workflow-based ...
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 ...