How-to videos
Get set up in ApprovalMax, and learn tips and tricks
to get the most out of your subscription.
How-to videos
30 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 set up the connection between Dext Prepare and ApprovalMax
15
How to add and invite a user
16
How to restrict Purchase Order Requesters
17
How to raise a Purchase Order
18
How to copy a Bill or PO to create a new Bill for approval directly in ApprovalMax
19
How to manage Billing & Subscriptions
20
How to configure and perform budget checking
21
How to perform Contact / Vendor Approval
22
How Partners can work with Practice Staff
23
How to work as a Practice Staff member
24
How to configure Auto-approvals
25
How to work with ApprovalMax Standalone
26
How to connect ApprovalMax to Slack
27
How to use accrual reports in ApprovalMax
28
How to Use Workflow Version History feature
29
How to create contact/vendor
30
How to Approve by Email
