How-to videos
Get set up in ApprovalMax, and learn tips and tricks
to get the most out of your subscription.
How-to videos
35 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 add and invite a user
18
How to restrict Purchase Order Requesters
19
How to raise a Purchase Order
20
How to copy a Bill or PO to create a new Bill for approval directly in ApprovalMax
21
How to manage Billing & Subscriptions
22
How to configure and perform budget checking
23
How to perform Contact / Vendor Approval
24
How Partners can work with Practice Staff
25
How to work as a Practice Staff member
26
How to configure Auto-approvals
27
How to work with ApprovalMax Standalone
28
How to connect ApprovalMax to Slack
29
How to use accrual reports in ApprovalMax
30
How to Use Workflow Version History feature
31
How to create contact/vendor
32
How to Approve by Email
33
How To Set Up Reports in ApprovalMax
34
How to Setup the connection between ApprovalMax and Dext Prepare
35
How to submit a Bill for approval in Xero
