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?
In ApprovalMax you can configure a multi-step approval workflow for the creation of Contacts. This is a separate workflow that you need to set up and activate in order to use the Contact approval process in ApprovalMax. This is how it works: A new ...
Before you can use Contact approval workflows in ApprovalMax, some requirements must be met: The ApprovalMax Organisation must be actively connected to the Xero Organisation. The Xero subscription must not be expired. The ApprovalMax Organisation ...
ApprovalMax supports setting up a default Email to the Vendor for Organisations connected to QuickBooks Online. This is how it works: In the main menu, select the Organisation for which you want to set up a default Email to the Vendor and open ...
At the moment, ApprovalMax does not support the editing of vendors that have been created in QuickBooks Online. If you need to apply changes, you can do it in QuickBooks Online. However, it is possible to amend vendors created directly in ApprovalMax ...