Who can create requests:
Only users assigned as Requesters in the creation step of an approval workflow can create new requests in ApprovalMax:
Once a request is fully approved, it is pushed to the connected accounting system.
Who can edit requests:
The user role and workflow settings determine who is able to modify requests after creation:
User role | Editing permissions |
Requester (creator of a request) | Can edit the requests they created |
Reviewer | Can edit requests if this permission is assigned to them in the review step |
Approver* | Can edit requests if they've been granted editing permissions during the workflow setup |
Please note: Editing on Approval is currently available for Xero workflows only. We are working on making this feature available for QuickBooks Online and NetSuite.
Please note: If any changes are applied, the approval workflow will be restarted, and previous approvals will be reset.