What is the Data Retention and Destruction policy?
point of termination of the service period, all your content in our app’s
system database files will remain available to you for one year.
After that, your content in our app’s system database files will only be
available to you if we receive payment for activating a subscription. If this is not the case, your data will be
For Information Security related questions please refer to our security portal.
Retention of Data
Approval decision policy (QuickBooks Online)
If you have the same Approvers in several steps of an approval workflow, you can decide whether they all have to approve in each and every one of the steps, or if the approval decision made in the first step is to be applied to all other steps too. ...
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 ...
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 ...