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Home How-to videos

How-to videos

Get set up in ApprovalMax, and learn tips and tricks
to get the most out of your subscription.

 

 

How-to videos
70 videos
1
How to Sign Up for an ApprovalMax trial
2
How to use ApprovalMax Capture for Xero
3
How to use ApprovalMax Capture for Oracle NetSuite
4
How to use ApprovalMax Capture for QuickBooks Online
5
How to use ApprovalMax Pay
6
How to create Xero Batch Payment
7
How to set up two-factor authenticator in your ApprovalMax account
8
How to sign up and connect to Xero or QuickBooks Online
9
How to connect ApprovalMax to NetSuite
10
How to set up an approval workflow
11
How to set up an approval matrix
12
How to match Bills and Purchase Orders in Xero connected organisations
13
How to match Bills and Purchase Orders in Quick Books Online connected organisations
14
How to create a report
15
How to submit a bill for approval directly in ApprovalMax
16
How to create a supplier in ApprovalMax
17
How to set up the connection between Dext Prepare and ApprovalMax
18
How to submit a Bill from Dext Prepare
19
How to add and invite a user
20
How to restrict Purchase Order Requesters
21
How to raise a Purchase Order
22
How to copy a Bill or PO to create a new Bill for approval directly in ApprovalMax
23
How to manage Billing & Subscriptions
24
How to configure and perform budget checking
25
How to perform Contact / Vendor Approval
26
How Partners can work with Practice Staff
27
How to work as a Practice Staff member
28
How to configure Auto-approval step
29
How to work with ApprovalMax Standalone
30
How to connect ApprovalMax to Slack
31
How to use accrual reports in ApprovalMax
32
How to Use Workflow Version History feature
33
How to create contact/vendor
34
How to Approve by Email
35
How To Set Up Reports in ApprovalMax
36
How to Setup the connection between ApprovalMax and Dext Prepare
37
How to submit a Bill for approval in Xero
38
How to Email Supplier/Vendor
39
How to work with ApprovalMax Stand-alone Workflows
40
How to pull requests from QuickBooks Online
41
How Bill duplication checks work in ApprovalMax
42
How to add Practice Staff
43
How to transfer organisations in ApprovalMax
44
How to create a QuickBooks Online demo company in ApprovalMax
45
How to create a Xero demo company in ApprovalMax
46
How to set up tracking categories
47
How to manage Organisations
48
How to find the Automated Audit Trail
49
Fraud Detection-bypassing approvals
50
How to match Bills and Purchase Orders in QuickBooks Online connected Organisations
51
How to nudge Approvers and Reviewers
52
How to approve Bills and Purchase Orders
53
How to create QuickBooks Online expenses with ApprovalMax
54
How to copy Bills or Purchase Orders for new requests
55
How to Restrict Purchase Order Requesters
56
How to use Journal Entry for NetSuite
57
How to reset Two-factor (2FA) Authentication
58
How to set up Passkey
59
How to Force Decisions in ApprovalMax
60
How to Use ApprovalMax Mobile App
61
How to create a Manual Journal Entry for Xero
62
How to set up a default approver
63
How to raise a Purchase Order
64
Budget Checking for QuickBooks Online
65
How to Email Customers
66
How to apply for a Not-for-Profit (NFP) discount in ApprovalMax
67
How to 3- way match a Bill in ApprovalMax for NetSuite
68
What is ApprovalMax Pay Wallets?
69
How to create a Journal Entry for QuickBooks Online
70
How to work with Google Authenticator for 2FA in ApprovalMax

Still have questions?

Visit the ApprovalMax knowledge base for more help articles or reach out to our team.

Knowledge base