The new navigation menu

The new navigation menu

Our new in-product navigation is now available to every user and can be enabled manually after logging into ApprovalMax.
Click on the “Try now” button in the left menu to switch to the new navigation. You can go back any time by using the respective button at the bottom of the menu: .



Benefits of the new navigation:

  • You can easily switch between Organisations using a drop-down menu if you have more than one Organisation as well as search by the Organisation name if you have a lot:

  • Your documents (i.e. approval requests) are now sorted by type: Purchase Orders, Bills, Sales Invoices, etc.:

  • Each request-type folder is split into subfolders representing a certain status (On Approval, Approved, Cancelled, Rejected, etc.) to allow quick access to particular requests:

  • New requests can be created using the “+” button next to one of the activated request types in the new menu:

  • There are two quick access sections containing all types of documents: “My approval required” for Approvers, and “Created by me” for checking the status of submitted requests. Plus, there’s also a separate folder for all your draft documents:
  • All settings are now in the separate folder "Workflows and settings":
  • High-level reports and line-item reports are available in the Reports folder:


    • Related Articles

    • New help menu

      If you're looking for educational material or experiencing an issue, please check our resources under the button in the top right-hand corner next to your Avatar. The help menu contains a number of links: Access to the ApprovalMax Knowledge base with ...
    • Release 2019-10-19

       NEW  Meet the new Workspace Switcher – easy way to navigate through the ApprovalMax product, tools and resources. It can be reached by clicking the profile picture in the right side of Navigation bar.   IMPROVE  Profile section was updated to meet ...
    • How can I onboard a new Organisation?

      First, create a new Organisation: Navigate to the main menu  in the upper left-hand corner and click on "+ Add an Organisation": Or, alternatively, if you have an account, click on your Avatar icon in the top right-hand corner and then on "Billing & ...
    • How can I submit new Xero Sales Invoices for approval?

      Please note: the new Xero function for Sales Invoices "Auto-save Drafts" as well as any activity from the options menu will automatically approve the invoice at hand. This is Xero behaviour and has nothing to do with ApprovalMax. This is how it ...
    • How can I assign a new role to a user?

      Company admins can assign different roles to the users. To assign a new role to a user, simply navigate to the Users page under the main menu and select a role from the drop-down menu next to the user: