Setting up approval workflows
How alternative rules in the approval matrix work (Cin7 Core)
The approval matrix allows the definition of rules that determine which Approvers will be selected for each particular Purchase Order. Conditions are set based on the master data received from Cin7 Core: Vendors, Items, Accounts, etc. This is how you ...
How can I apply changes made to the approval workflow for not yet approved requests? (Cin7 Core)
Normally, if you make changes to your approval workflow, they will only be applied to new requests. However, it is possible to apply new workflow settings to already created but not yet approved requests by clicking on "Start Over The Workflow". You ...
How can I set a "Does not match" condition in the approval matrix? (Cin7 Core)
With the approval matrix, you can define rules that determine which Approvers will be selected for each particular Purchase Order. Conditions are set based on the master data received from Cin7 Core: Suppliers, Categories, Inventory Accounts, etc. ...
How can I copy workflow settings to another Organisation? (Cin7 Core)
ApprovalMax supports a tool that allows to copy a workflow setup between different Organisations under the same account. The Copy Workflow tool helps to reduce the time needed for setting up a workflow and allows to roll out additional Organisations ...
How is the approval deadline calculated? (Cin7 Core)
During the workflow setup, you can specify a point in time by which a particular approval step should be finalised. Such a due date is currently determined this way: when a document is being created, ApprovalMax calculates right away the date and ...
How can I set up an approval deadline? (Cin7 Core)
During the workflow setup, you can specify a point in time by which a particular approval step should be completed. To do so, click on the clock icon in the approval step. By default, the approval deadline is not set. In private beta, ApprovalMax ...
What is the "Fraud detection — bypassing the approval workflow" feature? (Cin7 Core)
ApprovalMax allows the proper tracking of documents that were created and then approved directly in Cin7 Core, without going through the appropriate approval workflow in ApprovalMax. Administrators of an Organisation are notified about such ...
What is the "Fraud Detection — changes after approval" setting? (Cin7 Core)
ApprovalMax tracks all changes that are made to a finance document in Cin7 Core after the document has been approved in ApprovalMax. This includes Organisation-wide changes such as Suppliers, Categories or Locations. ApprovalMax enables ...
Parallel and sequential approvals in Cin7 Core
ApprovalMax supports both parallel and sequential approvals for documents. Set parallel approvals if you have several Approvers in one step and need any or all of them to authorise a document. Set sequential approvals if you have Approvers from ...
How can I set up approval steps? (Cin7 Core)
This is how you set up approval steps: In the main menu select your Organisation and open the "Approval workflows" page in the "Workflows and settings" section: Select a Purchase Order workflow, or design a new one: Create as many approval steps as ...
How can I set up an approval matrix? (Cin7 Core)
This is how you define the conditions for the selection of Approvers in a step: In the main menu, select your Organisation and open "Approval workflows" page in the "Workflows and settings" section: Select an approval workflow: In the workflow, ...
Can the second approval step be bypassed if the Approvers are the same ones? (Cin7 Core)
If the Approvers in the second step are the same ones as in the first step, go to the settings of the respective approval workflow and specify whether their decision should apply only to the current step, or to all other steps as well. Selecting "All ...
What happens if the Default Approver approves a request? (Cin7 Core)
The Default Approver is a person specified in the approval step to cover cases where no Approver has been assigned based on the rules in the approval matrix. Consequently, the Default Approver's approval does authorise the step. However, the request ...
Approval conditions (Cin7 Core)
There can be multiple Approvers in any approval step. If this is the case, you can specify how requests are to be handled. For this, you can choose between two approval conditions: “All” and “Any of”. They determine how many of the Approvers are ...
Approval decision policy (Cin7 Core)
If you have the same Approvers in several steps of an approval workflow, you can decide whether they all have to approve in each and every one of the steps, or if the approval decision made in the first step is to be applied to all other steps too. ...
Can I specify how many Approvers need to approve in order to authorise a step? (Cin7 Core)
ApprovalMax supports two approval conditions: “All” and “Any of”. They determine how many of the Approvers are required to complete the step — either all or a certain number of the assigned Approvers:
How to deactivate an approval workflow? (Cin7 Core)
If you want to stop using a particular approval workflow, you can simply deactivate it in ApprovalMax at any time. Here is how it works: In the main menu, select your Organisation and open Approval Workflows under Workflows And Settings: Select the ...
How can I copy rules from one user to another? (Cin7 Core)
ApprovalMax provides Organisation Administrators with the option to copy rules between Approvers within the same step and between different steps of the same approval workflow. Here is how this can be done: In the main menu, select the Organisation ...
Is it possible to set up Approvers in the next step based on the previous Approvers? (Cin7 Core)
No, currently, it is not possible to set the next step's Approvers in an approval workflow based on the previous step.
How to set up an Auto-approval step (Cin7 Core)
In the main menu, select the Organisation for which you want to specify an Auto-approval step. Then go to Approval Workflows under Workflows and Settings: Open the workflow for which you want to specify an Auto-approval step and click on the “+” ...
What is an Auto-approval step (Cin7 Core)
The Auto-approval step is an additional first step in workflows that's available during trial periods, Advanced Feature trial periods and in Advanced/Premium plans. In this step, you can enter conditions for the automated approval of requests ...
Video: How to configure Auto-approvals? (Cin7 Core)
ApprovalMax product walk-through: how to configure Auto-approvals: