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 ...
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 list next to the user: