How can I add a comment by replying to the notification email?
Depending on your profile settings, you might receive notifications on new requests/comments - if you have enabled this kind of notifications.
You can reply to such notifications and have the option to approve/reject/comment the respective request.
- In the notification email, click on the "Reply" button:
- Type in your comment and click on "Send":
- This comment will be added to the request for which the approval notification was send:
Why can't I approve from the email notification?
There are several possible reasons why the approval from your email notification does not work: If you click on the Approve button and see a window with the message "Updated", it means that the request was updated after the notification had been ...
How can I switch off email notifications?
ApprovalMax sends out two types of email notifications (instantly and daily): New requests (instantly) Comments (instantly) Other notifications (Auto-approvals/Auto-rejections, Forced decisions, change of Approvers, etc.) (instantly) Summary of ...
Can I bulk add users?
Yes, adding a large number of users in one step is easily possible. You'll find a detailed description here: How can I add users in ApprovalMax?
How to add a delivery address in Purchase Orders
Delivery addresses are taken from the Xero Organisation's settings, or can be created from Xero Purchase Orders and synced to ApprovalMax. Here is how to create an additional delivery address: Open the Xero Purchase Order creation form and click on ...
How to set up a default Email to the Supplier
ApprovalMax supports setting up a default Email to the Supplier 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 Supplier and open Approval Workflows ...