How to set up a bank account connection with ApprovalMax
It takes three steps to connect a bank account and ApprovalMax
- Select a bank and country from the list of available options (banks that support open banking)
- Confirm the connection in your banking app (mobile or web-based)
- Match the connected bank account to your Xero bank account to have payments correctly reflected on the Xero side
This is how you select a bank and country from the list:
Find your ApprovalMax Organisation in the main menu and open Bank Accounts under Workflows And Settings:
- Click on either the +NEW BANK ACCOUNT or +ADD BANK ACCOUNT button:

- Select the country and bank, then click on NEXT:

This is how you confirm the connection in your banking app (mobile or web-based):
- Log in to your banking application from a desktop computer, or from a mobile device using the QR code:

- Authorise the connection to ApprovalMax.
- Proceed to matching your connected bank account to your Xero bank account.
This is how you match your connected bank account to your Xero bank account:
The connected bank account must be matched to your Xero bank account for further reconciliation purposes: every transaction that you execute in ApprovalMax Pay using a connected bank account will appear in Xero against the bank account that you have specified in this section.
- Select the respective Xero bank account and click on MATCH:

- If you don't have a Xero bank account, click on the +NEW XERO BANK ACCOUNT button to create one.
State an account name, the sort code and account number, then click on CREATE:

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