ApprovalMax

How to set up ApprovalMax Pay and how this add-on works

ApprovalMax Pay: safeguarding your funds

Video: How to use ApprovalMax Pay

What is a Bank Account in ApprovalMax Pay?

How to set up a bank account connection with ApprovalMax

Banks supported by ApprovalMax Pay

How to authenticate with Natwest Bank online in ApprovalMax Pay

How to change the name of a Bank Account

Who can add bank accounts and manage user access to them in ApprovalMax Pay?

How to remove a connected bank account

How to change the matching of a connected bank account and a Xero bank account

Why has my bank account connection failed?

Using Confirmation of Payee with ApprovalMax Pay

Supported currencies in ApprovalMax Pay

Restricted countries in ApprovalMax Pay

What are Contact payment details?

How to create Contact payment details

How to edit Contact payment details

Checking the Contact payment details

User permissions for the Contact Details section

How does the reconciliation work?

Why is it not possible to confirm a Payment?

Does ApprovalMax Pay support overdraft payments?

Can I restrict who makes payments with ApprovalMax Pay?

What are ApprovalMax Pay Wallets?

How to set up your ApprovalMax Pay Wallet

External verification is a key step in the ApprovalMax Pay onboarding process.

How to complete external verification for ApprovalMax Pay Wallets

Why is a KYB verification required?

ApprovalMax Pay Wallet roles and permissions

When you start using ApprovalMax Pay Wallets, the first step is to add funds to your Organisation’s GBP Wallet.

How to add funds to your ApprovalMax Pay Wallet

How to add currencies in ApprovalMax Pay Wallets

How to convert currencies in ApprovalMax Wallets

With ApprovalMax Pay Wallets, you can pay up to 200 Bills in different currencies directly from your Wallets.

How to pay with ApprovalMax Pay Wallets

How to reconcile Bills in Xero with Wallets

ApprovalMax Pay Wallets include built-in reporting tools that help you monitor Wallet transactions and balances.

How to generate Wallet reports

This article explains how to download a payment confirmation for any completed transaction in your ApprovalMax Pay Wallets.

How to download payment confirmations for Wallets

ApprovalMax Pay Wallets use a pay-as-you-go fee model, offering full transparency and flexibility.

Fee types in ApprovalMax Pay Wallets

A payment purpose code for ApprovalMax Wallets is required when making payments in specific countries or currencies.

What is a payment purpose code?

Pay bills in ApprovalMax using ApprovalMax Pay, with multi-currency Wallets for flexible payments.

ApprovalMax Pay

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