Knowledge Base ApprovalMax ApprovalMax Administration Account management

            Which subscription plan is the right one for me?

            The right option depends on your needs. If you want to use only the pre-defined workflows that are integrating with Xero, then the "ApprovalMax for Xero" plan is right for you. Likewise, you should choose the "ApprovalMax for QuickBooks Online" plan if you need the pre-defined workflows integrating with QuickBooks Online.

            If you also want to work with other workflows, such as leave approvals or travel approvals, the Professional plan is the one for you because it also offers standalone workflows.
            You can combine two or more plans, according to your needs.

            ApprovalMax for Xero
            This subscription covers approval workflows for Xero items such as Bills, Sales Invoices, Purchase Orders, Credit Notes. Generic workflows not related to Xero items are not supported.

            ApprovalMax for QuickBooks Online
            This subscription covers Purchase Order approval workflows for QuickBooks Online. Generic workflows not related to QuickBooks Online items are not supported.

            ApprovalMax Professional Plan
            This subscription supports workflows for any finance matter, including flows for the available integrations. As an example: with this plan, an investment company can set up approval workflows for Xero Bills as well as for Cash Calls that have nothing to do with Xero.

            Updated: 26 May 2019 10:57 PM
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