Video: Advanced plan overview

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• Which subscription plan is the right one for me?

  Each ApprovalMax product (ApprovalMax for Xero and ApprovalMax for QuickBooks Online) has three plans  (Standard, Advanced, Premium) that differ regarding the available features. ...

• Advanced Matching: advanced settings for Bill-to-PO Matching

  Firstly, the Administrator needs to ensure that Purchase Order Matching is enabled in the Bill Approval workflow settings. To do so, go to the Bill Creation, Review and Approval workflow under Approval Workflows and click on the gear icon: Then, ...

• Video: How to perform Contact approval

  ApprovalMax product walk-through: how to perform Contact approval in ApprovalMax ​ https://youtu.be/OuOYwSFxJ5c You can also have a look at this article: How does the approval of Contacts work?

• Video: How to perform Vendor approval

  ApprovalMax product walk-through: how to perform Contact approval in ApprovalMax ​ https://youtu.be/OuOYwSFxJ5c You can also have a look at this article: How does the approval of Vendor work?

• Advanced Matching: in which plans is Xero Advanced Matching available?

  Advanced Matching is available for ApprovalMax Organisations under one of the supported subscription plans: ApprovalMax Trial Organisations connected to Xero (during the free 14-day trial period) ApprovalMax Advanced plan ApprovalMax Premium plan