ApprovalMax how-tos
Step-by-step help with everyday approval tasks in ApprovalMax, from creating purchase orders and bills to approving them and managing approvers. Each how-to follows ApprovalMax's own help article, linked in its sources, and says what to check before you start and what changes afterwards.
Bills and supplier payments
How to approve bills in ApprovalMax
Approve or reject a Xero bill in ApprovalMax from the web app, the mobile app or the notification email, and see what Xero shows after the final approval.
How to create a purchase order (PO) in ApprovalMax
Raise a Xero purchase order in ApprovalMax: open the request form, add the supplier and lines, attach documents and submit it into the approval workflow.
How to cancel a purchase order in ApprovalMax
Cancel a purchase order in ApprovalMax before its final approval: who can do it, which orders qualify, and how drafts and approved orders are handled.
How to create a bill in ApprovalMax
Key in a supplier's bill as an ApprovalMax request for Xero, attach the invoice and submit it, and find out where the bill goes once every approval is in.
Contacts
How to add a supplier in ApprovalMax
Let Requesters add new suppliers from a bill or purchase order in ApprovalMax, and learn when the contact syncs to Xero and why it isn't a supplier there yet.
Users and settings
How to change an approver in ApprovalMax
Add, remove or reassign Approvers on one ApprovalMax request, or update a workflow step and restart pending requests so they follow the new Approvers.
How to remove a user in ApprovalMax
Offboard someone from an ApprovalMax organisation, pass their workflow roles and open requests to a replacement, and save the reports you'd otherwise lose.