ApprovalMax

NetSuite

Connect ApprovalMax with NetSuite, configure user access, integrations, and workflows.

Setup & Connection

Can I try ApprovalMax with my NetSuite sandbox?

How to set up a default email to the Supplier (NetSuite)

Can I reconnect my NetSuite subsidiary to a new ApprovalMax Organisation?

Connect ApprovalMax with NetSuite and other integrated tools.

Integrations

Do ApprovalMax users need to have a NetSuite licence?

How alternative rules in the approval matrix work (NetSuite)

How can I copy rules from one user to another? (NetSuite)

Can I copy rules between Approvers? (NetSuite)

How can I add users in ApprovalMax? (NetSuite)

How can Administrators manage Substitutes? (NetSuite)

Can a Default Approver reassign requests? (NetSuite)

Roles in ApprovalMax (NetSuite)

Add, remove, and manage user access and roles in ApprovalMax.

User Management

Approval conditions (NetSuite)

How to customise the NetSuite request form in ApprovalMax

What is the Fraud Detection — Changes After Approval setting? (NetSuite)

Does ApprovalMax support NetSuite custom fields?

Does ApprovalMax support routing for NetSuite custom fields?

ApprovalMax URL to NetSuite settings

Setting for when requests are created in NetSuite

How to set up an Auto-Approval step (NetSuite)

What is the Auto-Approval step? (NetSuite)

Approval Decision policy (NetSuite)

Tax Code lists in the Organisation settings

Expand Account lists in the Organisation settings

How can I copy workflow settings to another Organisation? (NetSuite)

How can I apply changes made to the approval workflow for not yet approved requests? (NetSuite)

How do I set up the Review step in an ApprovalMax workflow?

Choose and configure the right tax model for NetSuite in ApprovalMax.

How to set up the tax model for your Organisation

Access and review SuiteTax line and document-level tax data.

Viewing SuiteTax tax details in ApprovalMax

SuiteTax is supported in ApprovalMax for NetSuite-connected Organisations, and tax values are now continuously updated during the approval workflow.

How SuiteTax sync works in ApprovalMax

How can I set up an approval matrix? (NetSuite)

What is the Fraud Detection — Bypassing the Approval Workflow feature? (NetSuite)

What happens after an approval or rejection

How can I change the email address to which the daily summaries are sent

Create and configure approval workflows to match your organisation’s processes.

Setting up Workflows

ApprovalMax’s key features for enhanced automation and control.

Core Features

3-way Matching is the process of matching a Bill not just to a Purchase Order but also to an Item Receipt — so you can be confident that everything lines…

How to 3-way match Bills

One-click Bill-to-PO Matching speeds up Accounts Payable processing by eliminating manual line-level matching.

One-click Bill-to-PO Matching for NetSuite

How to enable 3-way Matching

How to match Bills to Purchase Orders in ApprovalMax for NetSuite

Enabling Bill-to-PO Matching in ApprovalMax for NetSuite

Automatically match bills, purchase orders, and item receipts for accurate approvals.

Matching

Use Price Checker in ApprovalMax for NetSuite to identify price differences in Purchase Orders and Vendor Bills.

What is the Price Checker?

Verify item prices against approved rates before approval.

Price Checker

The ApprovalMax built-in reporting functionality helps Administrators and Auditors track, monitor and analyse requests across all workflows.

Where can I find the reporting function in ApprovalMax for NetSuite?

How are NetSuite Bill Payments reflected in reporting?

How are Vendors reflected in reporting?

Generate and schedule Line Item reports in ApprovalMax for NetSuite to track expenses and accounts.

How to generate and schedule Line Item reports

Reports can be scheduled by Account Owners and Administrators in any ApprovalMax for NetSuite Organisation.

How to use the Report Scheduler in ApprovalMax for NetSuite

How audit reports work in ApprovalMax for NetSuite

Are audit reports sent to the customer?

How to download multiple audit reports in a single archive

Can I use Power BI for reporting?

Track approvals, spending, and workflow performance with built-in reports.

Reporting

Capture Vendor Bills in ApprovalMax for NetSuite via email for automated data recognition.

ApprovalMax Capture via email for NetSuite

Use email tags in ApprovalMax Capture for NetSuite to process Vendor Bills more efficiently.

How to use email tags with ApprovalMax Capture

What are the main benefits of the add-on ApprovalMax Capture for NetSuite?

The Email Trail feature allows NetSuite users to view the original email that created a request via the ApprovalMax Capture inbox.

What is an Email Trail?

How to upload a single file via ApprovalMax Capture

How to bulk upload files via ApprovalMax Capture

What file types can be uploaded via ApprovalMax Capture?

How many documents can I process during an ApprovalMax Capture trial?

Does ApprovalMax Capture recognise Line Items?

What languages does ApprovalMax Capture support?

What happens if I receive an invoice from a new Vendor?

ApprovalMax Capture for NetSuite Online FAQ

Email processing failed notification to email sender

This article explains what happens in various scenarios — such as when Vendors send non-invoice files, general queries or emails with multiple attachments.

How ApprovalMax Capture for NetSuite processes emails and attachments

Extract invoice data automatically with ApprovalMax’s OCR capture tool.

ApprovalMax Capture

How to set up editing permissions for Approvers

Adjust or correct document details during the approval process.

Editing on Approval

NetSuite document workflows for vendor bills, purchase orders, sales orders, and more.

Document Workflow

How do I set up the Pull from NetSuite step for Purchase Orders?

How does the approval of NetSuite Purchase Orders work?

How can I restrict the Requesters of Purchase Orders? (NetSuite)

NetSuite Purchase Order life cycle

How can I specify instructions for NetSuite Purchase Order Requesters?

How can I hide Expense/Item tables in the NetSuite Purchase Order form?

How to automatically email NetSuite Purchase Orders to a Supplier

Does ApprovalMax support the synchronisation of NetSuite internal statuses for Purchase Orders?

How to add a script in NetSuite to generate a Purchase Order PDF after the final approval

For NetSuite-connected Organisations, ApprovalMax lets you close Purchase Orders that are no longer intended for billing.

How to close a Purchase Order in ApprovalMax

How to create NetSuite Purchase Orders in ApprovalMax

Create, manage, and approve purchase orders in ApprovalMax.

Purchase Order Workflow

Why are Bills not getting pulled from NetSuite to ApprovalMax?

How do I set up the Pull from Oracle NetSuite step for Bills?

How does the approval of NetSuite Bills work?

Is it possible to unreject a Bill? (NetSuite)

How can I create a Bill in ApprovalMax?  (NetSuite)

How can I hide Expense/Item tables for NetSuite Bills?

Why do I still see approved Bills in the Pending Approval list in NetSuite?

How to create an ApprovalMax URL field in NetSuite

How can I restrict the Requesters of Bills? (NetSuite)

How can I specify instructions for NetSuite Bill Requesters?

How does the feature for NetSuite Bill Duplication Control work?

How to pull Vendor Bills from NetSuite

Do accountants get notified about Bill approvals?

Create, manage, and approve vendor bills in ApprovalMax.

Vendor Bill Workflow

How to pull Expense reports from NetSuite

How does the approval of NetSuite Expense reports work?

Is it possible to unreject an Expense report? (NetSuite)

Why are Expense reports not getting pulled from NetSuite to ApprovalMax?

How to stop pulling Expense Report requests from NetSuite

Create, manage, and approve expense reports in ApprovalMax

Expense Report Workflow

Why are Vendor Return Authorization requests not getting pulled from NetSuite to ApprovalMax?

How can I stop pulling Vendor Return Authorization requests from NetSuite?

How does the approval of NetSuite Vendor Return Authorizations work?

How to pull Vendor Return Authorizations from NetSuite

Is it possible to unreject a Vendor Return Authorization? (NetSuite)

Review and approve vendor return authorizations pulled from NetSuite.

Vendor Return Authorization Workflow

Add Bills created and approved in NetSuite to NetSuite Bill Payments

How does the approval of NetSuite Bill Payments work?

How do I set up a NetSuite Bill Payment approval workflow?

How can I restrict the Requesters of NetSuite Bill Payments?

Do NetSuite Bill Payment Requesters access the Bill workflow?

How does the creation of NetSuite Bill Payments work?

Can Requesters edit NetSuite Bill Payments before approval?

How can I copy requests for NetSuite Bill Payments?

NetSuite Bill Payment approvals: who is notified, and when?

Can a Bill get reinstated after being rejected?

How to set up notifications about Bill approvals

Create, manage, and approve vendor bill payments in ApprovalMax.

Bill Payment Workflow

How to create an Item Receipt in ApprovalMax

Create, manage, and approve item receipts in ApprovalMax.

Item Receipt Workflow

Guide to creating Sales Orders in ApprovalMax for NetSuite

How to create a NetSuite Sales Order in ApprovalMax

How does the approval of NetSuite Sales Orders work?

Why are Sales Orders not getting pulled from NetSuite to ApprovalMax?

Is it possible to unreject a Sales Order? (NetSuite)

How to pull Sales Orders from NetSuite

How to stop pulling Sales Order requests from NetSuite

Create, manage, and approve sales orders in ApprovalMax.

Sales Order Workflow

How can I stop pulling Invoices from Oracle NetSuite?

How to set up a NetSuite Invoice approval workflow

How does the approval of NetSuite Invoices work?

How to set up the Pull from Oracle NetSuite step for Invoices

How to set up notifications about NetSuite Invoice approvals

See NetSuite Invoices that bypassed the approval workflow

What are the rules for attaching files to NetSuite Invoices?

How can I restrict the Requesters of NetSuite Invoices?

Create, manage and approve invoices in ApprovalMax.

Invoice Workflow

Why create a Journal Entry?

How does the Journal Entry approval process work

How to set up a Journal Entry workflow

Create, manage and approve journal entries in ApprovalMax.

Journal Entry Workflow

How does the approval of Vendors work? (NetSuite)

Are new Vendors created in ApprovalMax reflected in NetSuite?

NetSuite Vendor approval process: who is notified, and when?

How to specify instructions for NetSuite Vendor Requesters

Can Requesters edit a Vendor request before it's approved?

Who can edit Vendors after they were submitted for approval?

Create and approve new or updated vendor records in ApprovalMax.

Vendor Workflow

Back to ApprovalMax.com

Find answers and get help from Intercom Support and Community Experts

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