Setup & Connection
Connect ApprovalMax with NetSuite, configure user access, integrations, and workflows.
34 articles
- How can I add users in ApprovalMax? (NetSuite)
- Roles in ApprovalMax (NetSuite)
- Do ApprovalMax users need to have a NetSuite licence?
- How can I copy rules from one user to another? (NetSuite)
- Can I copy rules between Approvers? (NetSuite)
- How can Administrators manage Substitutes? (NetSuite)
- Can a Default Approver reassign requests? (NetSuite)
- How can I copy workflow settings to another Organisation? (NetSuite)
- What is the Auto-Approval step? (NetSuite)
- How to set up an Auto-Approval step (NetSuite)
- How alternative rules in the approval matrix work (NetSuite)
- How do I set up the Review step in an ApprovalMax for NetSuite workflow?
- How can I set up an approval matrix? (NetSuite)
- Setting for when requests are created in NetSuite
- How to customise the NetSuite request form in ApprovalMax
- What happens after an approval or rejection
- How can I apply changes made to the approval workflow for not yet approved requests? (NetSuite)
- How can I change the email address to which the daily summaries are sent
- ApprovalMax URL to NetSuite settings
- How to set up the tax model for your Organisation
- Tax Code lists in the Organisation settings
- How SuiteTax sync works in ApprovalMax
- Viewing SuiteTax tax details in ApprovalMax
- Expand Account lists in the Organisation settings
- Does ApprovalMax support NetSuite custom fields?
- Does ApprovalMax support routing for NetSuite custom fields?
- What is the Fraud Detection — Changes After Approval setting? (NetSuite)
- What is the Fraud Detection — Bypassing the Approval Workflow feature? (NetSuite)
- Approval conditions (NetSuite)
- Approval Decision policy for NetSuite
- Bulk actions for NetSuite requests line items