The NFP application process
All changes can be tracked under the History tab in "Billing & Subscriptions":
How can I apply for Partner status?
In order to apply for Partner status, log into your ApprovalMax account and follow the link https://partner.approvalmax.com/. On the Partner Portal page, click on the "APPLY NOW" button: Fill in the required information and submit your application: ...
Migration process from Matching v1 to Matching v2
We are currently working on a new matching feature to allow Bills-to-Purchase Orders matching in a many-to-many pattern. The Beta version is already available, so please contact us if you’d be interested in giving it a try. If you already have ...
Is it possible to see the original invoice/receipt during the approval process?
Approvers often want to see the original invoice/receipt before they approve its digital version in ApprovalMax. If the original document has been uploaded as an attachment to Xero or ApprovalMax during Bill creation, or was created in Receipt Bank ...
NEW All-new WAF (Web Application Firewall) is enabled and is ready to provide further security for ApprovalMax application.
How to handle Bills that have been mistakenly approved in ApprovalMax
After their final approval, Bills get pushed to the accounting system and it’s no longer possible to edit any Bill data in ApprovalMax. However, if a Bill should have been rejected due to incorrect data but was instead approved, there are several ...