Setup & Connection
Connect ApprovalMax with NetSuite, configure user access, integrations, and workflows.
33 articles
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)
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?
How to set up the tax model for your Organisation
Viewing SuiteTax tax details in ApprovalMax
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