Mobile apps for Approvers and Requesters
There are two different mobile apps available for Approvers and Requesters, depending on the device used:
Mobile apps allow to raise Purchase Orders, Bills and stand-alone requests as well as approving all kinds of requests for Xero and QuickBooks Online.
Via these apps, Approvers can:
- Receive notifications about new approval requests (the notification settings can be changed)
- Chat with each other and the Requester
- Make their decision with a single tap of their finger
- Match Bills to Purchase Orders (for the Xero integration)
- Mark Purchase Orders as "Billed" (for the Xero integration)
- Appoint a Delegate for when out of office
Via these apps, Requesters can:
- Create Purchase Orders/Bills or other requests (that get set up via stand-alone workflows) as well as edit and submit them for approval
- Chat with Approvers
- Add Approvers on the fly
- Match Bills to Purchase Orders (for the Xero integration)
- Mark Purchase Orders as "Billed" (for the Xero integration)
Benefits of using the ApprovalMax mobile app:
- Suppliers, contractors and volunteers are able to create Bills without having to access Xero/QuickBooks Online
- Approval turn-around times are significantly shorter
- Easy creation of Purchase Orders/Bills on a phone that will include all related data, pulled from the general ledger
- All requests including the related information are readily available in a remote or WFH environment
You can access the ApprovalMax mobile app using your password, or the Google, Xero or Intuit Single Sign-On.
If you forget your password, it's possible to reset it via the mobile app: Can I reset my ApprovalMax password on mobile devices?
Related Articles
How are Approvers notified?
There are two notification types for new approval requests: email notifications, providing the Approve/Reject buttons (you'll need to log into ApprovalMax only once; afterwards, the approval/rejection of Bills will be possible without having to log ...How can Approvers make their decision?
There are several ways to approve/reject a request: Click on the “Approve” or “Reject” button in the notification email. Reply to the notification email starting with the word “Approved”/"Approve" or “Rejected”/ "Reject". Tap on the "Approve" or ...Can I search for requests in the mobile app?
No, the search function is not supported in the mobile app. Please use the web app to find particular requests. For more information, please refer to: How to find a request in ApprovalMax (Xero) How to find a request in ApprovalMax (QuickBooks ...Roles in ApprovalMax
There are two types of roles in ApprovalMax: Organisation-based roles and Request-based roles. A user in ApprovalMax can have one Organisation-based role and at the same time be assigned to several Request-based roles. In this case, the authorities ...How can I change Approvers for a particular request on the fly?
Who can change approvers on fly: Approvers for particular requests can possibly be changed without having to modify the whole approval workflow every time. Administrators, Approvers and Requesters of an Organisation have different privileges in terms ...