How can I try ApprovalMax with the Xero demo company?

How can I try ApprovalMax with the Xero demo company?

If you connect ApprovalMax to Xero, you can set up various approval workflows; for example, a Bill workflow or Purchase Order workflow.
By connecting to the Xero demo company, you can try ApprovalMax for Xero without setting up your own Xero Organisation and you don't need to put in your own data.

What is the Xero demo company?
Xero's demo company contains fictional data, so you can try ApprovalMax for Xero immediately and don’t have to create your own Organisation in Xero or add your working data. It has almost all the features of an actual Xero Organisation, except automatic bank feeds and the option to invite other users.

How does it work?

You can add new transactions and data - all will be deleted when the demo company resets itself after 28 days. It's also possible to manually reset the demo company at any time if you want to remove the data you've entered.
Although anyone with a Xero login can use the demo company, only you can see the data you put in and the transactions you perform.

Is it possible to reconnect an ApprovalMax Organisation that was previously connected to the Xero demo company to a live Xero Organisation?

Every ApprovalMax Organisation establishes a one-to-one relationship with its connected Organisation in Xero. Once a connection has been activated, it won’t be possible to reconnect the same ApprovalMax Organisation to another Xero Organisation as the workflow setup wouldn’t be compatible.
NotesPlease note: Due to technical reasons it is not possible to establish a different connection to the same ApprovalMax trial Organisation. So, when the Xero demo company resets after 28 days, you’ll need to create a new ApprovalMax Organisation.

This is how you access the demo company in Xero:

New Xero users
Some new users are taken straight to the demo company when they log in.
If you're taken to the Add Your Organisation page instead, scroll to the bottom of that page and click on Try the demo company.

Existing Xero users
Log in to Xero.
If you're taken straight away to an Organisation, click on its name and select "My Xero". Then, click on Try the demo company.
To remove any data you've entered, click on Reset.
To try out another country's features, click on Change country.

Learn more here


This is how you connect to the Xero demo company: 

When creating an ApprovalMax Organisation (be it the first one using the setup wizard, or through the regular creation procedure), you’ll be prompted to connect to the Xero demo company.
  1. During the connection setup, simply select “Demo company” in the drop-down field and allow ApprovalMax access to it.
  2. In the next screen, confirm your selection.
  3. If you want to use the sample data, select the first option.


Now you can use the given Xero data to try ApprovalMax without any risk to your own data or setting up your own Organisation.

Two approval workflows are already configured for you - one for Purchase Orders and one for Bills. And there also two sample requests prepared, so you can try ApprovalMax right away.




 

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