How to videos
Learn how to get the most out of your ApprovalMax set-up with our detailed how-to videos.
How-to videos
23 videos
1
How to sign up and connect to Xero or QuickBooks Online
2
How to connect ApprovalMax with NetSuite
3
How to set up an approval workflow
4
How to set up an approval matrix
5
How to match Bills and Purchase Orders in Xero connected organisations
6
How to match Bills and Purchase Orders in Quick Books Online connected organisations
7
How to create a report
8
How to submit a bill for approval directly in ApprovalMax
9
How to create a supplier in ApprovalMax
10
How to approve from the email notification
11
How to set up the connection between Dext Prepare and ApprovalMax
12
How to add and invite a user
13
How to restrict Purchase Order Requesters
14
How to raise a Purchase Order
15
How to copy a Bill or PO to create a new Bill for approval directly in ApprovalMax
16
How to manage Billing & Subscriptions
17
How to manage two-factor authentication in ApprovalMax
18
How to configure and perform budget checking
19
How to perform Contact / Vendor Approval
20
How Partners can work with Practice Staff
21
How to work as a Practice Staff member
22
How to configure Auto-approvals
23
How to work with ApprovalMax Standalone