Cin7 Core Getting Started Guide

Cin7 Core Getting Started Guide

ApprovalMax extends the online accounting platform Cin7 Core with approval-driven financial controls for Accounts Payable. It replaces paper- and email-based approvals with fully automated multirole and multitiered approval workflows to ensure spend control and regulatory compliance for both internal accounting and financial services outsourcing organisations.

  1. Start your free 14-day trial here. 
  2. Set up your profile and connect your Cin7 Core organisation to ApprovalMax.
  3. Add and invite users to your Organisation and manage their roles.
    Please note: you can add users to an Organisation right away and invite them later.
    On the Users page, you can track the status of all invitations.
    In order to perform any actions in ApprovalMax, users first need to accept the invitation.
  4. Set up approval workflows:
    1. Purchase Order workflow

      Please note: you can wait with activating your workflow until you're ready to use it.
      Approvers and Requesters will get notified about pending approvals, rejections and comments once they have accepted the invitation.

  5. Key features of the Cin7 Core integration:
    1. Copy Workflows
    2. Auto-approvals
    3. Workflow Version History
    4. Reporting
    5. Watchers

  6. When your trial ends, you'll need to start a paid subscription.
    Please note:  if your trial has expired, and then you buy a subscription, you need to reactivate your workflows.

  7. Partner application
    If you offer bookkeeping, accounting or advisory services and want to become an ApprovalMax Partner, please apply for Partner status here.

  8. Education
    ApprovalMax provides a wealth of learning materials:
    1. Knowledge Base
    2. Blog
    3. Website
    4. How-to videos
    5. Product demos
    6. Product webinars
If you're busy with your daily activities but want the app to be up and running as soon as possible, the ApprovalMax Setup and Training Package might be the go-to option for you.
You can purchase it here.





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