Can I do a trial without using my real data from Xero?
Yes! You can find out how ApprovalMax works by connecting to a demo organisation, which can be created in Xero for that purpose. This way, you can test all
ApprovalMax features without affecting your real Xero data in any way.
This is how you connect ApprovalMax to a demo organisation in Xero:
- First, make sure that there is a demo organisation created in your Xero account.
- Then, click on the "Try the demo organisation" link at the bottom.
- In ApprovalMax, click on the menu icon to open the menu.
- Select your Organisation, and open "Workflows and settings".
- Click on the "Organisation Settings and connection" to open Organisation page.
- Click on the "Connect to Xero" button. You'll be redirected to a Xero page.
- There, select your Xero demo organisation.
- Click on "Allow access".
note: an ApprovalMax Organisation cannot be reconnected to a different Xero organisation due to technical reasons. But you can always create a new Organisation in ApprovalMax and then connect this one to another Xero organisation.
This is how you can switch to your real data:
you're ready to work in ApprovalMax with your real data, simply delete
the ApprovalMax Organisation that was used for the initial test phase and create a
new one. Then connect this new ApprovalMax Organisation to your actual organisation in Xero.
How can I try ApprovalMax with the Xero demo company?
Connecting ApprovalMax to Xero allows you to set up approval workflows for, e.g., “Bill creation, review and approval”, “Purchase Order creation and approval”, “AP/AR Credit Note approval", "Sales Invoice approval", "Batch Payment creation and ...
Is there a trial for ApprovalMax?
Yes, ApprovalMax offers a 14-day* trial with all features available free of charge. You don’t need any pre-approval or enter your credit card details for this. *Note: If you already have an ApprovalMax subscription and want to add a new Organisation ...
Can I do a trial without using my real data from QuickBooks Online?
Yes! You can find out how ApprovalMax works by connecting to a demo organisation, which can be created in QuickBooks Online for that purpose. This way, you can test all ApprovalMax features without affecting your current QuickBooks Online data in ...
Synchronisation of related Xero data
ApprovalMax pulls related Xero data such as Contacts/Accounts/Themes etc. every 2 hours. To speed up this process, the Administrator of an Organisation can force the synchronisation manually. To do so, go to either the approval or requester matrix in ...
How often is data synced with Xero?
Pulling new documents and pushing back approval decisions ApprovalMax pulls new Credit Notes/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. For Bills ...