Product deep dives to facilitate the configuration and daily use of ApprovalMax.

Administrator Guide

Basic concepts and product introduction. Workflow setup. Approval and Requester matrix setup. Reports and notifications setup. Fraud Detection settings.

Approver Guide

Easy Approver onboarding. Checking for pending approval requests. Approving from the notification email and via phone. Collaboration with Requesters and other Approvers.

Accountant and Auditor Guide

Working with OCR systems. Bulk document submission for approval. Viewing approved documents in Xero. Viewing audit reports in ApprovalMax.

Requestor Guide

Basic concepts. Raising Purchase Orders. Creating a new contact. Setting up Requestor notifications. Marking Purchase Orders as billed.

The latest in our blog

Partner Success Story: Moving a sports client’s approval process from their inbox to their phonesInterview with a client: Approval automation as a key capability for accounting and advisory services for not-for-profits