How-to videos
Get set up in ApprovalMax, and learn tips and tricks
to get the most out of your subscription.
How-to videos
49 videos
1
How to use ApprovalMax Capture for Xero
2
How to use ApprovalMax Capture for Oracle NetSuite
3
How to use ApprovalMax Capture for QuickBooks Online
4
How to use ApprovalMax Pay
5
How to create Xero Batch Payment
6
How to set up two-factor authenticator in your ApprovalMax account
7
How to sign up and connect to Xero or QuickBooks Online
8
How to connect ApprovalMax with NetSuite
9
How to set up an approval workflow
10
How to set up an approval matrix
11
How to match Bills and Purchase Orders in Xero connected organisations
12
How to match Bills and Purchase Orders in Quick Books Online connected organisations
13
How to create a report
14
How to submit a bill for approval directly in ApprovalMax
15
How to create a supplier in ApprovalMax
16
How to set up the connection between Dext Prepare and ApprovalMax
17
How to submit a Bill from Dext Prepare
18
How to add and invite a user
19
How to restrict Purchase Order Requesters
20
How to raise a Purchase Order
21
How to copy a Bill or PO to create a new Bill for approval directly in ApprovalMax
22
How to manage Billing & Subscriptions
23
How to configure and perform budget checking
24
How to perform Contact / Vendor Approval
25
How Partners can work with Practice Staff
26
How to work as a Practice Staff member
27
How to configure Auto-approval step
28
How to work with ApprovalMax Standalone
29
How to connect ApprovalMax to Slack
30
How to use accrual reports in ApprovalMax
31
How to Use Workflow Version History feature
32
How to create contact/vendor
33
How to Approve by Email
34
How To Set Up Reports in ApprovalMax
35
How to Setup the connection between ApprovalMax and Dext Prepare
36
How to submit a Bill for approval in Xero
37
How to Email Supplier/Vendor
38
How to work with ApprovalMax Stand-alone Workflows
39
How to pull requests from QuickBooks Online
40
How Bill duplication checks work in ApprovalMax
41
How to add Practice Staff
42
How to transfer organisations in ApprovalMax
43
How to create a QuickBooks Online demo company in ApprovalMax
44
How to create a Xero demo company in ApprovalMax
45
How to set up tracking categories
46
How to manage Organisations
47
How to find the Automated Audit Trail
48
Fraud Detection-bypassing approvals
49
How to match Bills and Purchase Orders in QuickBooks Online connected Organisations
