How to videos
Learn how to get the most out of your ApprovalMax set-up with our detailed how-to videos.
How-to videos
25 videos
1
How to set up two-factor authenticator in your ApprovalMax account
2
How to sign up and connect to Xero or QuickBooks Online
3
How to connect ApprovalMax with NetSuite
4
How to set up an approval workflow
5
How to set up an approval matrix
6
How to match Bills and Purchase Orders in Xero connected organisations
7
How to match Bills and Purchase Orders in Quick Books Online connected organisations
8
How to create a report
9
How to submit a bill for approval directly in ApprovalMax
10
How to create a supplier in ApprovalMax
11
How to approve from the email notification
12
How to set up the connection between Dext Prepare and ApprovalMax
13
How to add and invite a user
14
How to restrict Purchase Order Requesters
15
How to raise a Purchase Order
16
How to copy a Bill or PO to create a new Bill for approval directly in ApprovalMax
17
How to manage Billing & Subscriptions
18
How to manage two-factor authentication in ApprovalMax
19
How to configure and perform budget checking
20
How to perform Contact / Vendor Approval
21
How Partners can work with Practice Staff
22
How to work as a Practice Staff member
23
How to configure Auto-approvals
24
How to work with ApprovalMax Standalone
25
How to connect ApprovalMax to Slack