Sometimes, especially in multi-entity companies, it's necessary to build reports on several Organisations in one go. This can be done with ApprovalMax Public API.
Yes, multiple audit reports can be downloaded as an archive with a single click. This facilitates the preparation of the document package for bulk payment approvals. This is how you download multiple audit reports in a single archive: Go to the main ...
Connecting ApprovalMax to Xero allows you to set up approval workflows such as “Bill workflow”, “Purchase Order workflow” etc. When you connect to the Xero demo company, you can try ApprovalMax for Xero without setting up your own Xero Organisation ...
It is now possible to schedule the sending of reports. This is how it works: In the main menu select your Organisation and go to the Reports section, open a high-level (Request reports) or item-level report (Line item reports): Select one of the ...
Xero has 2 types of attachments for Quotes Those to be sent with the Quote Those not to be sent with the Quote ApprovalMax attaches PDF audit reports as "Those not to be sent with the Quote". So you will not send an audit report by mistake when you ...