Does ApprovalMax use client data for marketing purposes?
We are GDPR compliant. This means we use personal identifiable data for the given purpose based on consent of our customer. We are not asking to give consent for marketing use of customer data, hence we do not use customer data for any other purpose than delivery of our services.
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Do I have to purchase a subscription when I want to add a new client?
You can add another client Organisation even without buying a subscription right away because you have a 3-day* free trial. So, when you add your client's Organisation, you have 3 days to work on the workflows, and make sure that everything is set up ...
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 ...
What Xero data does ApprovalMax modify?
ApprovalMax works with Xero data in two modes: In write mode (with documents created in ApprovalMax and pushed to Xero as well as with Bills in the first approval step - if the feature Bill review and approval is set up). In read-only mode (with ...
About ApprovalMax
ApprovalMax was founded in March 2014 by a team of workflow/BPM professionals who are passionate about easy tools that reduce complexity, deliver simplicity, and just work. Our goal is to provide finance managers and accounting outsourcing companies ...
How to set up a default Email to the Client
ApprovalMax supports setting up a default Email to the Client for Xero-connected Organisations. This is how it works: In the main menu, select the Organisation for which you want to set up a default Email to the Client and open Approval Workflows ...