ApprovalMax | Invoice Workflow

Invoice workflow
How to set up NetSuite Invoice approval workflow
This is how you set up NetSuite Invoice workflow: In the main menu, find your Organisation and open the Approval Workflows page under Workflows And Settings: Click on the NetSuite Invoice approval workflow: The first step is Invoice Creation. Here ...
See NetSuite Invoices that bypassed the approval workflow
It is possible that some of your Invoices were approved for payment directly in NetSuite and, therefore, bypassed the approval workflow. In ApprovalMax, you can build a report to track all such cases. This is how you do it: First, activate the ...
How can I stop pulling Invoices from Oracle NetSuite?
There are two ways of creating Invoices in ApprovalMax: By pulling Invoices with the Awaiting Approval status from NetSuite By creating Invoices directly in ApprovalMax (TBD in the next release) If you have activated the first option and now want to ...
How to set up the Pull from Oracle NetSuite step for Invoices
All Invoices in NetSuite with the status Submitted For Approval will be picked up by ApprovalMax and put through the designated approval process. In the main menu, select your Organisation and open Approval workflows under Workflows and settings: ...
How does the approval of NetSuite Invoices work?
ApprovalMax allows to set up multi-step approval workflows for NetSuite Invoices. This is how it works: Sales Invoices are created in Oracle NetSuite. ApprovalMax pulls these Sales Invoices including all relevant details and starts the multi-step ...

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How do I set up the "Pulling from Xero" step for Bills?
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ApprovalMax | Invoice Workflow | Knowledge Base

Invoice workflow

How to set up NetSuite Invoice approval workflow

See NetSuite Invoices that bypassed the approval workflow

How can I stop pulling Invoices from Oracle NetSuite?

How to set up the Pull from Oracle NetSuite step for Invoices

How does the approval of NetSuite Invoices work?

Popular Articles

Certification management

Support Policy

Bill-to-PO Matching: Migration process from old Matching to new Matching

Roles in ApprovalMax (Xero)

How do I set up the "Pulling from Xero" step for Bills?