Guides

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

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

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

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