How does account code recognition work in ApprovalMax Capture?
Currently, the account detection in Bills/ Sales Invoices (Xero) created via ApprovalMax Capture works based on Suppliers/ Vendors that were approved and pushed to Xero/ QuickBooks Online bills history.
The account code which was used most in the past for approved Bills/ Sales Invoices (Xero) from a particular Supplier/ Vendor will be set.
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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 can I purchase the add-on ApprovalMax Capture?
ApprovalMax Capture is now available for purchase worldwide. Stripe-billed and 2Checkout subscriptions are supported. This is how you purchase ApprovalMax Capture: Go to Billing & Subscriptions under your avatar: If you don't yet have a subscription, ...
How to set up submitting files to ApprovalMax Capture via email
Streamline your invoice processing by receiving files via a dedicated ApprovalMax email address and submitting them for automated data recognition (OCR). For this purpose, you can share a unique ApprovalMax email address with your Suppliers/Vendors ...
How can I try ApprovalMax Capture?
Choose the option that suits your needs best and start exploring ApprovalMax Capture: Live Organisation trial: Start a risk-free All Features trial and experience ApprovalMax Capture in your live Organisation. New Organisation trial: Create a new ...
How to submit files to ApprovalMax Capture via email
Provide your Suppliers/Vendors with the ApprovalMax email address you specified in the Bill workflow settings for submitting files via ApprovalMax Capture. Or, if you're already receiving invoices to your organisation's email address, forward those ...