Setting up Workflows
Create and configure approval workflows to match your organisation’s processes.
23 articles
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