How to use ApprovalMax with Briefcase?

Xero

Connect ApprovalMax to the Xero account, then publish all invoices from Briefcase to Awaiting Approval in Xero.

ApprovalMax will automatically pick these up and route them through your existing approval workflows.

Once approved in ApprovalMax, invoices will move to Awaiting Payment in Xero.

Quickbooks

Unfortunately ApprovalMax doesn't offer the same workflow for Quickbooks.

However, ApprovalMax can automatically pull in all unpaid and paid bills from Quickbooks so you have visibility over them within the platform (although they will already be in Approved or Paid status).

This is how to set it up: