Related Articles
How to contact sales
For general questions and sales enquiries: Please use the “Contact Sales” button directly in the product: Alternatively, click on your Avatar in the upper right-hand corner and open the Billing & Subscriptions page: On the Billing & Subscriptions ...
How to Search for a Contact or Vendor
Overview Guide Overview This article is applicable to: Xero users QuickBooks Online users Guide ApprovalMax does support Contact or Vendor search. In the "Search" pop-up, select the request type (Contact), set additional filters, and click on SEARCH:
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 ...
Can I delete a Contact in ApprovalMax?
Requesters can edit or cancel Contact requests before all approvals have been collected: Unfortunately, it is not possible to delete a fully approved Contact in ApprovalMax. If you need to change or delete a Contact after full approval, you need to ...
Video: How to create a Contact in ApprovalMax
ApprovalMax product walk-through: How to create a Contact in ApprovalMax https://youtu.be/RKW65OnCcjM?si=zvOU9ieiaOcDMcXf You can also have a look at this article: How does the approval of Contacts work?