Bill workflow
How can I hide Categories/Items for NetSuite Bill?
It is possible to hide NetSuite Categories/ Items from the Bill creation form. This is how it can be done by a company Administrator: Select a proper Organisation under the main menu and open "Approval workflows" page under "Workflows and settings" ...
Attaching files to NetSuite Bills
During the creation of NetSuite Bills in ApprovalMax, you can attach files. However, some technical limitations do apply. Below are supported file extensions, size and number of files that can be attached: File extensions: any - except .exe, .com, ...
How can I specify instructions for NetSuite Bill Requesters?
An Organisation's Administrator can provide a message that will be shown to Requesters during Bill creation. This is how instructions for Bill Requesters can be set up: Select your Organisation under the main menu icon (in the left upper corner). ...
How can I create a Bill in ApprovalMax? (NetSuite)
To create a Bill in ApprovalMax, click on the NEW REQUEST button in the top right-hand corner near your avatar: In the pop-up window, select the request type from the respective Organisation and click on CREATE A REQUEST: The Bill request form looks ...
How can I restrict the Requesters of Bills? (NetSuite)
ApprovalMax allows restricting Requesters in terms of what data they can see and operate with when creating Bills. For example, access rights for Bills creation can be configured so that a particular Requester is allowed to select only particular ...
Is it possible to put NetSuite Bills on hold?
Currently, ApprovalMax does not support a functionality for putting Bills on hold. All requests waiting for your approval are in the Requires my Decision section:
Can a Default Approver reassign requests? (NetSuite)
Yes, Default Approvers have several options. They can: Add other Approvers from their Organisation Remove the ones they have previously added Reassign requests to another Approver
How can I stop pulling Bills from NetSuite?
ApprovalMax only pulls Bills from NetSuite that have the Pending Approval status if the respective Bill Approval workflow has been set up and activated. If you don't want to use Bill approval at all, then just deactivate the Bill Approval workflow:
Is it possible to unreject a Bill? (NetSuite)
If a Bill that was created in NetSuite gets rejected by an Approver in ApprovalMax, it goes back to NetSuite with the Rejected status and can be resubmitted for approval. Its Requester needs to amend the Bill in NetSuite and resubmit it for approval ...
How does the approval of NetSuite Bills work?
ApprovalMax enables multi-step approval workflows for NetSuite Bills. This is how it works for Bills created in NetSuite: Bills are created in NetSuite in the Pending Approval status. ApprovalMax pulls these Bills, including all relevant details. ...
How do accountants get notified about Bill approvals? (NetSuite)
It is possible to configure ApprovalMax to make sure that notifications about the most important events regarding a Bill are sent to a particular email address. Unfortunately, it is not possible to configure ApprovalMax in a way that the actual ...
How to set up notifications about Bill approvals
It is possible to configure ApprovalMax in a way that notifications about the most important events regarding Bills are sent to a particular email address. Pulling Bills from NetSuite:Unfortunately, it is not possible to configure ApprovalMax so that ...
How to pull Bills from NetSuite
It is possible to configure ApprovalMax in a way that it pulls all Bills in the Pending Approval status from NetSuite and starts the respective approval workflow for them. In order to do so, go to the Bill Approval workflow, click on the Add ...
How do I set up the "Pull from Oracle NetSuite" step for Bills?
All Bills in NetSuite with the status Pending Approval will be picked up by ApprovalMax and put through the designated approval process. Unfortunately, ApprovalMax does not know the details of who has created which Bill in NetSuite because all Bills ...
Why is the accountant not getting notified? (NetSuite)
All Bills pulled to ApprovalMax from NetSuite are created on behalf of a user called NetSuite Requester. This user is notified about all key events: approvals, rejections, comments. A common reason for the NetSuite Requester to not get any ...
Why are Bills not getting pulled from NetSuite to ApprovalMax?
If you have created a Bill in NetSuite and it doesn't show in ApprovalMax after synchronisation, please follow these steps: Make sure that the respective workflow is active: Check that all Bills in NetSuite have actually been submitted for approval ...