Which workflows does ApprovalMax support?

Which workflows does ApprovalMax support?

ApprovalMax supports workflows for several cloud accounting products and can also serve as a stand-alone solution.

 








    • Related Articles

    • What data is exchanged between Xero and ApprovalMax?

      Data exchange takes place either by pulling new documents for approval from Xero or pushing an approval decision back to Xero. ApprovalMax pulls new documents several times during the course of a day. Due to Xero API limitations, it’s not possible to ...
    • How can I create a Purchase Order in ApprovalMax?

      To create a Purchase Order (or any other request) in ApprovalMax, click on the "+NEW REQUEST" button in the top right-hand corner near your Avatar: In the pop-up window, select the request type from the respective Organisation and click on "CREATE A ...
    • What is a QuickBooks Online Journal Entry?

      A Journal Entry is a manual recording of transactions and adjustments to your accounting file. Journal Entries allow you to transfer funds between accounts and ensure that your financial records are balanced according to specific requirements. They ...
    • How to create a Xero Batch Payment

      How to enable Xero Batch Payment creation: To enable the creation of Xero Batch Payments in ApprovalMax, the Xero Batch Payment workflow needs to be set up and activated In the Payment Creation section, you can specify all users who will be able to ...
    • How does the approval of Xero Account Payable Credit Notes work?

      ApprovalMax enables multi-step approval workflows for Xero Account Payable Credit Notes (AP Credit Notes). It is a separate Accounts Payable workflow which should be set up and activated in order to use Xero AP Credit Notes. Learn how to set up ...