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How can I find a particular request?

When looking for a particular request, you can use the search function

in the top right-hand corner of ApprovalMax.

The search function is available in all list views for requests.

You can search all your organisations and all enabled workflows - it does not matter whether they are connected to Xero, QuickBooks Online, NetSuite, or stem from a

Stand-alone instance.

Depending on the request type you can narrow down your search with further details such as status (Open, Rejected, Approved, Cancelled), account, or line item.


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