How-to videos
Get set up in ApprovalMax, and learn tips and tricks
to get the most out of your subscription.
How-to videos
28 videos
1
How to use ApprovalMax Capture
2
How to use ApprovalMax Pay
3
How to create Xero Batch Payment
4
How to set up two-factor authenticator in your ApprovalMax account
5
How to sign up and connect to Xero or QuickBooks Online
6
How to connect ApprovalMax with NetSuite
7
How to set up an approval workflow
8
How to set up an approval matrix
9
How to match Bills and Purchase Orders in Xero connected organisations
10
How to match Bills and Purchase Orders in Quick Books Online connected organisations
11
How to create a report
12
How to submit a bill for approval directly in ApprovalMax
13
How to create a supplier in ApprovalMax
14
How to approve from the email notification
15
How to set up the connection between Dext Prepare and ApprovalMax
16
How to add and invite a user
17
How to restrict Purchase Order Requesters
18
How to raise a Purchase Order
19
How to copy a Bill or PO to create a new Bill for approval directly in ApprovalMax
20
How to manage Billing & Subscriptions
21
How to configure and perform budget checking
22
How to perform Contact / Vendor Approval
23
How Partners can work with Practice Staff
24
How to work as a Practice Staff member
25
How to configure Auto-approvals
26
How to work with ApprovalMax Standalone
27
How to connect ApprovalMax to Slack
28
How to use accrual reports in ApprovalMax
Still have questions?
Visit the ApprovalMax knowledge base for more help articles or reach out to our team.
