What’s included in the 14-day All Features trial

What’s included in the 14-day All Features trial

Overview
Xero
Quickbooks Online
How to activate the All Features trial
Overview

The All Features trial in ApprovalMax allows you to see which features become available across different subscription levels.

​
This 14-day free trial is available for Organisations on Standard or Advanced plans and provides access to all Advanced, Premium and Add-on features.
​
Use this article to explore what becomes available based on your current plan and understand how each feature enhances control, visibility and automation in your approval workflows.

This article applies to:
  1. Xero users
  2. QuickBooks Online users


Xero

If you're currently on a Standard plan, the All Features trial gives you access to Advanced, Premium and Add-on features.


Advanced features include:
  1. Bill-to-PO Matching: Track Purchase Order balances, align team spending with budgets, and reduce payment errors by matching Bills with their original Purchase Orders.

  

  1. Manual Journal approvals: Introduce approval processes for Manual Journal entries to avoid errors and unauthorised changes so each entry is thoroughly reviewed before posting to maintain the accuracy and integrity of your general ledger.

        selectedImg

  1. Budget Checking: Compare payables against budget limits directly in the approval process — no need to switch to Xero. Visualise the status of budgets with clear traffic light colours, see remaining amounts at a glance, and catch overspending before it happens.

         

  1. Accrual reports: Sync directly with Xero to reduce manual errors and keep your P&L accurate. Set up multi-step approvals for accruals, review and edit journals before posting, and view detailed Purchase Order balances by switching between net and gross amounts. 
  1. Supplier onboarding: Verify Suppliers before any payments are made by routing new Supplier records through an approval process. Add and approve generic bank account details, apply smart rules to validate each Supplier, and rely on the ApprovalMax audit trail to capture every action taken throughout the onboarding process.  

         

  1. Goods Received Notes: Confirm that goods have arrived before any payments are made. Match deliveries to Purchase Orders, add notes to keep everyone informed, and give your finance team the green light to pay only when items are received.

                

  1. Sales quotation: Create and review Sales Quotes directly in ApprovalMax before they’re sent to customers. Maintain consistency across all outgoing Quotes, and track customer responses to easily convert accepted Quotes into Invoices.

  1. Review step: Add an optional review stage before the formal approval. Route requests to the right person, reduce back-and-forth, and catch small issues early.

        

  1. Editing on Approval: Let Approvers make direct edits to Purchase Orders, Bills, Invoices and Quotes which are On Approval so you don’t have to reject and restart for minor changes.

       

  1. Hold requests On Approval: Use the On Hold status to temporarily pause a request mid-approval. Such requests won’t move forward until resumed.

        
 

  1. Workflow Version History: Keep a clear record of all changes made to your approval workflows. Access previous versions, maintain a full audit trail, simplify audit preparations, and increase internal transparency to help prevent fraud.

           

  1. Request Version History: Track every change made to your requests with a detailed audit trail. Compare versions side by side and view the edit history across key documents — including Purchase Orders, Bills, Invoices, Credit Notes, Quotes, Batch Payments (Xero and Airwallex) and Suppliers.

      selectedImg

  1. Automated approvals: Set up Auto-Approval rules for low-risk, recurring requests. Reduce manual work and keep things moving faster.

          

  1. Account Groups: Group accounts for reporting or approval purposes. Assign them to workflows quickly, and manage changes centrally.

            selectedImg 
If you're on an Advanced plan, the All Features trial unlocks Premium and Add-on features only because you already have access to all Advanced features as part of your plan.


Premium features include:
  1. Xero Batch Payment approvals: Speed up your payment process by preparing and reviewing all payments in one go. Eliminate the need to log in to multiple banking platforms and keep your cash flow on track with streamlined batch approvals. 
        
  1. Stand-alone workflows: Create flexible approval workflows for documents outside of Xero — like HR forms, payrolls or CapEx requests. Tailor approval rules to match your business needs and maintain control across all departments.
        
  1. Payments with Airwallex: Simplify cross-border payments by initiating them directly from ApprovalMax. Transact in over 150 countries and 40 currencies, consolidate your international banking, and keep an audit trail for every payment.
         

Notes Please note: Airwallex is only available in the UK, Australia and New Zealand
  1. Premium support: Get faster, dedicated assistance when you need it. Our expert Support Team provides personalised guidance to help you troubleshoot issues and get the most out of your ApprovalMax setup.

  1. Public API: Connect ApprovalMax with other systems in your tech stack. Integrate data flows, expand reporting capabilities, and enhance the value of your approval data through custom automation.

Add-ons include:
  1. ApprovalMax Capture: Free your team from repetitive data entry. ApprovalMax Capture automates the extraction of key information from uploaded Bills, Purchase Orders, Credit Notes and Sales Invoices and populates fields like Supplier name, amount and line items. Upload documents individually or in bulk, and send them straight to a dedicated inbox. 

       


  1. ApprovalMax Pay: Pay approved Bills directly from ApprovalMax using secure open banking technology. Route payments through the correct accounts, track the status of Invoices in real time, and automate reconciliation — all while reducing the risk of fraud.

                                  

NotesPlease note: ApprovalMax Pay is currently available only to Xero users in the UK.

Quickbooks Online
If you're on a Standard plan, the All Features trial gives you access to Advanced, Premium and Add-on features.


Advanced features include:
  1. Bill-to-PO Matching: Track remaining balances on Purchase Orders, prevent overspending with custom controls, and match the actual spend to committed budgets — all within ApprovalMax.
       
  1. Journal Entry approvals: Implement formal approvals for Manual Journal entries. Ensure a thorough review before posting to prevent errors and protect the integrity of your general ledger.
       

  1. Budget Checking (beta): Compare planned Expenses against available budgets before approval. See the remaining amounts at a glance with traffic light colours, no need to leave ApprovalMax.
       
  1. Vendor onboarding: Approve new Supplier records before issuing payments. Add and verify bank account details, apply vetting rules, and maintain a complete audit trail for onboarding.
         
  1. Goods Received Notes: Match goods received to Purchase Orders to confirm delivery before Invoices are approved. Add notes to improve visibility and help the finance teams decide when to pay.
       
  1. Review step: Add a preliminary review stage before approval. Route requests to the right Reviewers, catch issues early, and reduce unnecessary communication loops.
        
  1. Hold requests On Approval: Temporarily pause requests mid-approval using the On Hold status. Requests won’t proceed until resumed, helping you manage exceptions without losing progress.
          
  1. Workflow Version History: Track all workflow edits, see who made what change and when, and maintain visibility into your process evolution — useful for audit readiness and internal control.
           
  1. Request Version History: View the full edit history of your requests across Purchase Orders, Bills, Invoices, Credit Notes, Quotes, Batch Payments and Suppliers. Compare versions and retain a complete audit trail.
         selectedImg

  1. Auto-Approvals: Speed up low-risk request handling with rule-based automation. Free up Approvers by auto-approving recurring or predictable scenarios.

             


If you're on an Advanced plan, the All Features trial unlocks Premium and Add-on features only because you already have access to all Advanced features as part of your plan.

 


Premium features include:
  1. Stand-alone workflows: Create flexible approval workflows for documents outside of QuickBooks Online — like HR forms, payrolls or CapEx requests. Tailor approval rules to match your business needs and maintain control across all departments.
      
  1. Premium support: Get faster, dedicated assistance when you need it. Our expert Support Team provides personalised guidance to help you troubleshoot issues and get the most out of your ApprovalMax setup.
 
  1. Public API: Connect ApprovalMax with other systems in your tech stack. Integrate data flows, expand reporting capabilities, and enhance the value of your approval data through custom automation.

Add-ons include:
  1. ApprovalMax Capture: Free your team from repetitive data entry. ApprovalMax Capture automates the extraction of key information from uploaded Bills, Purchase Orders, Credit Notes and Sales Invoices and populates fields like Supplier name, amount and line items. Upload documents individually or in bulk, and send them straight to a dedicated inbox. 

       

How to activate the All Features trial
To activate the All Features trial for your Organisation either from the Organisations tab under Billing & Subscriptions — click on TRY ALL FEATURES:








or, directly in the main sidebar under New Features Available where you’ll see a list of locked features — click on TRY NOW:

            
 

    • Related Articles

    • Is there a trial for ApprovalMax?

      Yes, ApprovalMax offers a 14-day* trial with all features available free of charge. You don’t need any pre-approval or enter your credit card details for this. *Note: If you already have an ApprovalMax subscription and want to add a new Organisation ...

    • How can I start a trial?

      About the ApprovalMax trial The free 14-day ApprovalMax trial is a fully functional version of the product, only limited by time. When it runs out, you can purchase a subscription and keep all your data from the trial period. For details on starting ...

    • When will an Organisation's Administrator/Account Owner get notified about the All Features trial?

      An Organisation’s Administrator is sent the following messages: The trial period of the Advanced and Premium features has started The trial period of the Advanced and Premium features will end in XX days: (10, 5, 1 days) The trial period of the ...

    • What happens when the trial ends?

      Every trial version expires after 14 days* and it will not be possible to create new approval requests, modify workflows, etc. after that. *Please note: if you already have an ApprovalMax subscription and want to add a new Organisation under a trial, ...

    • Why do I see a Trial Expired message?

      The Trial Expires / Trial Expired message appears to those who created a trial Organisation in ApprovalMax and set up approval workflows for this Organisation, or were added as an Administrator for a trial Organisation created in someone else's ...