Can I search for a Contact?
Yes, ApprovalMax does support Contact search.
In the "Search" pop-up, select the request type (Contact), set additional filters, and click on SEARCH:
Why don’t I see my Xero Contact in Dext?
The reason why a Contact created in Xero and synced to ApprovalMax is not visible in Dext is that Dext syncs only Suppliers from ApprovalMax (via the Dext-ApprovalMax-Xero integration). Contacts in Xero are only recognised as a Supplier when a Bill ...
Can I search for Batch Payments?
Yes, ApprovalMax does have a search function for Batch Payments. In the Search pop-up, select the request type (Batch Payment), set additional filters, and click on SEARCH:
How can I specify instructions for Xero Contact Requesters?
An Organisation's Administrator can provide a message that will be shown to Requesters during Contact creation. This is how instructions for Contact Requesters can be set up: Select your Organisation under the main menu icon (in the upper left-hand ...
What validations are performed during Contact creation?
During Contact creation, the following validations are performed: Contact name validation: It's checked whether there is already a Contact record with the same Contact name in the Xero Contacts. If this validation fails - an error pop-up will prompt ...
Can I search for requests in the mobile app?
No, the search function is not supported in the mobile app. Please use the web app to find particular requests. For more information, please refer to: How to find a request in ApprovalMax (Xero) How to find a request in ApprovalMax (QuickBooks ...