How to upload a single file via ApprovalMax Capture
This is how you upload individual files via ApprovalMax Capture to create Bills/ POs (Xero)/ Sales Invoices (Xero):
- Click on the
button.
- Select the respective request type and click on CREATE A REQUEST:
- To have the data in the attachment recognised and fields automatically populated, select "Upload via ApprovalMax Capture" and click on the
button:
- If you want to just upload files without recognition, select "Upload as files" and click on the
button. In this case you'll need to fill in the request manually, and the uploaded files will become attachments.
- When uploading via ApprovalMax Capture, confirm the file upload to start the recognition:
- The recognition process takes a couple of seconds. Manually fill in mandatory fields in the request that are still empty and submit the request for approval:
Related Articles
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 ...How to upload a Manual Journal to ApprovalMax
Manually entering data into journals can be a tedious task, particularly when dealing with large volumes of transactions. To streamline this process and save valuable time, ApprovalMax allows to upload Manual Journals in a predefined .csv format. ...How to bulk upload files via ApprovalMax Capture
This is how you bulk upload files and create requests via ApprovalMax Capture: Click on the button. Select the respective request type and click on the BULK CREATE button: To have the attachments recognised and requests fields populated ...How to set up submitting files to ApprovalMax Capture via email
Streamline your processes 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 and have ...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, ...