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 ...
Does an Administrator need to 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 ...
Practice Staff roles
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
Certification management
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 ...
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 ...
Bill-to-PO Matching: Migration process from old Matching to new Matching
The previous version of Matching functionality will no longer be supported starting from 1 April 2023. This means that all Organisations should migrate to the new data format to continue using the Bill-to-PO Matching feature. If your Organisation’s ...
Roles in ApprovalMax (Xero)
Overview Account-based role Organisation-based roles Workflow-based roles OverviewThere are three types of roles in ApprovalMax: account-based, Organisation-based and workflow-based. Within the same ApprovalMax Organisation, a user can have one ...
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 ...