Which workflows does ApprovalMax support?
ApprovalMax supports workflows for several cloud accounting products and can also serve as a stand-alone solution.
- Accounts Payable
- Accounts Receivable
ApprovalMax for Oracle NetSuite
- Contract approval
- Expense report
- Payment authorisation
- Batch Payment approval
- Vacancy Candidate approval
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 Credit Notes/ Purchase Orders several times during the course of a day. Due to Xero API limitations, ...
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 ...
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 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 Payble workflow which should be set up and activated in order to use Xero AP Credit Notes. Learn how to set up ...
How to create QuickBooks Online Journal Entry
Before creating a Journal Entry, you first need to set up and activate a Journal Entry workflow in ApprovalMax: In the section Journal Entry Creation, you can specify all users who will be allowed to create Journal Entry requests. By adding ...