Related Articles
How to contact Support
Organisation Administrators, Account Owners and Practice Staff Managers (Partner accounts) have access to our technical support to address any questions or issues they may have. Please use the Contact Support button directly in the product: Or, fill ...
How to Search for a Contact or Vendor
Overview Guide Overview This article is applicable to: Xero users QuickBooks Online users Guide ApprovalMax does support Contact or Vendor search. In the "Search" pop-up, select the request type (Contact), set additional filters, and click on SEARCH:
Can I delete a Contact in ApprovalMax?
Requesters can edit or cancel Contact requests before all approvals have been collected: Unfortunately, it is not possible to delete a fully approved Contact in ApprovalMax. If you need to change or delete a Contact after full approval, you need to ...
Video: How to create a Contact in ApprovalMax
ApprovalMax product walk-through: How to create a Contact in ApprovalMax https://youtu.be/RKW65OnCcjM?si=zvOU9ieiaOcDMcXf You can also have a look at this article: How does the approval of Contacts work?
Which workflows does ApprovalMax support?
ApprovalMax supports workflows for several cloud accounting products and can also serve as a stand-alone solution. Xero Integration ApprovalMax for Xero Accounts Payable Purchase Order workflow Bill workflow AP Credit Note workflow Xero Batch Payment ...