Is an OCR tool included in the ApprovalMax subscription plans?
ApprovalMax supports the integration with Dext. However, to be able to use the OCR tool, you'll need to purchase an appropriate plan for Dext: Dext Prepare Pricing | Dext US
Are audit reports sent to the customer with the Sales Invoice?
Xero has 2 types of attachments for Sales Invoices: Those to be sent with the Invoice Those not to be sent with the Invoice ApprovalMax attaches PDF audit reports as "Those not to be sent with the Invoice". So you will not send an audit report by ...
What happens to the customer-owned data?
You are the owner of all data input provided by you and all your output (collectively “Your Data”). ApprovalMax does make backup copies of Your Data. ApprovalMax may store and maintain Your Data for such period of time as it deems necessary. You ...
NEW Feedback tool is introduced All Organisation owners and admins have an access to the newly released feedback to share the thoughts, ideas and vote for proposed ideas. Click on the Profile menu and navigate to the "Customer feedback" – this ...
How can I configure the PDF file of a Purchase Order that will be sent to the customer?
During Purchase Order creation, the Requester selects a Theme for the Purchase Order. After its approval, a PDF file will be generated based on this particular Theme. Themes are configured in Xero and picked up by ApprovalMax. In order to change a ...