What happens to the customer-owned data?
You are the owner of all data input provided by you and all your output (collectively “Your Data”).
does make backup copies of Your Data. ApprovalMax may store and
maintain Your Data for such period of time as it deems necessary. You
grant ApprovalMax a limited, non-exclusive, non-transferable license to
copy, store, record, transmit, display, view, print, or otherwise use
Your Data to the extent necessary to perform its services.
never discloses Your Data to any third party. Your Data will not be
used by ApprovalMax for any purpose other than the provision of
services to you and as provided in the ApprovalMax Privacy Statement.
Upon termination, ApprovalMax
will make commercially reasonable efforts to make Your Data available
to you in read-only mode for the period of one year. ApprovalMax has no
obligation to provide you with a copy of Your Data and may remove and
discard any data thereafter.
For questions related to information security, please refer to our Security Portal.
Synchronisation of related Xero data
ApprovalMax pulls related Xero data such as Contacts/Accounts/Themes etc. every 2 hours. To speed up this process, the Administrator of an Organisation can force the synchronisation manually. To do so, go to either the approval or requester matrix in ...
How often is data synced with Xero?
Pulling new documents and pushing back approval decisions ApprovalMax pulls new Credit Notes/Purchase Orders every 1 hour during a day. However, due to Xero API limitations, it’s not possible to get them right after they’ve been created. For Bills ...
Data Protection and Data Recovery
Data Protection ApprovalMax processes personal data as both a Data Controller and Data Processor, as defined in the Directive and the General Data Protection Regulation (GDPR). We are a Data Controller with regard to the client information we process ...
How to set up a default Email to the Customer
ApprovalMax supports setting up a default Email to the Customer for Xero-connected Organisations. This is how it works: In the main menu, select the Organisation and open Approval Workflows under Workflows And Settings: Open the Quote workflow: Click ...
What Xero data does ApprovalMax modify?
ApprovalMax works with Xero data in two modes: In write mode (with documents created in ApprovalMax and pushed to Xero as well as with Bills in the first approval step - if the feature Bill review and approval is set up). In read-only mode (with ...