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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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 ...
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 ...
What Xero data does ApprovalMax modify?
ApprovalMax only modifies data in certain situations (for documents pulled from Xero to ApprovalMax): When all approvals are in place, the document is authorised in Xero. If one of the Approvers rejects a request, some documents are moved to Drafts ...
How often is data synced with Xero?
Pulling new documents and pushing back approval decisions ApprovalMax pulls new documents every 1 hour during a day. However, due to Xero API limitations, it’s not possible to get them right after they’ve been created. You can initiate manual ...
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 ...