What is ApprovalMax Capture?
ApprovalMax Capture is an innovative add-on that streamlines the processing of Xero Bills/Purchase Orders/Credit Notes/Sales Invoices:
- Automatic upload of requests directly into ApprovalMax - no more switching between multiple applications when creating Bills, Purchase Orders, Credit Notes or Sales Invoices.
- Automated data recognition - advanced technology extracts key data from the uploaded invoices and populates fields such as Supplier, Invoice Number, Amount and Line Items:
- Less manual data entry - efficient automation enables time savings and minimises the risk of errors.
For more details please watch our video.
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How can I purchase the add-on ApprovalMax Capture?
ApprovalMax Capture is now available for purchase worldwide. Stripe-billed and 2Checkout subscriptions are supported. This is how you purchase ApprovalMax Capture: Go to Billing & Subscriptions under your avatar: If you don't yet have a subscription, ...How can I try ApprovalMax Capture?
Choose the option that suits your needs best and start exploring ApprovalMax Capture: Live Organisation trial: Start a risk-free All Features trial and experience ApprovalMax Capture in your live Organisation. New Organisation trial: Create a new ...How to submit files to ApprovalMax Capture via email
Provide your Suppliers/Vendors with the ApprovalMax email address you specified in the Bill workflow settings for submitting files via ApprovalMax Capture. Or, if you're already receiving invoices to your organisation's email address, forward those ...Capture via email
This setting is relevant for Xero PO, Bill and Sales Invoice workflows. Streamline your invoice processing by receiving files via a dedicated ApprovalMax email address and submitting them for automated data recognition (OCR). For this purpose, you ...Does ApprovalMax Capture recognise Line Items?
ApprovalMax Capture recognises automatically all Line Item fields and intelligently prefills the Bill request with such data (like Accounts and Tracking Categories). This smart feature leverages your Organisation's historic Supplier data to ensure ...