Setting up approval workflows
Approval decision policy (NetSuite)
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. ...
What is the "Fraud Detection — changes after approval" setting? (NetSuite)
ApprovalMax tracks all changes that are made to a finance document in NetSuite after the document has been approved in ApprovalMax. This includes changes in Organisation-wide values such as Vendors, Expense Categories or Accounts. ApprovalMax ...
What is the "Fraud detection — bypassing the approval workflow" feature? (NetSuite)
ApprovalMax allows the proper tracking of documents that were created and then approved directly in NetSuite without going through the appropriate approval workflow in ApprovalMax. The Administrators of the respective Organisation are notified about ...
How can I apply changes made to the approval workflow for not yet approved requests? (NetSuite)
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 "Restart the workflow". You can ...
What is the Safety Catch?
The Administrator of an Organisation can specify how the system will handle requests for which there is no Approver added according to the approval workflow setup. Such requests can be automatically approved or rejected. Under the main menu select ...
Why are requests getting auto-rejected or auto-approved?
Approval requests are getting auto-rejected (or auto-approved) if there are no Approvers for them according to the approval workflow settings. The setting that defines whether a request will be auto-rejected (set by default) or auto-approved, is ...
How can I set a "Does not match" condition in the approval matrix?
The approval matrix allows the definition of rules that determine which Approvers will be selected for each particular Bill. Conditions are set based on the master data received from NetSuite: Vendors, Items, Accounts, etc. Although positive rules ...
How is the due date calculated? (NetSuite)
During the workflow setup, you can specify a point in time by which a particular approval step should be completed. Such a due date is currently determined this way: while a document is being created, ApprovalMax calculates right away the date and ...
How can I set up an approval deadline? (NetSuite)
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 and set the time by which the decision should be made. Save your changes by ...
How can I copy workflow settings to another Organisation? (NetSuite)
ApprovalMax supports a tool for copying a workflow setup between different workflow types in the same Organisation and between different Organisations under the same account. The Copy Workflow tool helps to reduce the time needed for the workflow ...
How alternative rules in the approval matrix work (NetSuite)
The approval matrix allows the definition of rules that determine which Approvers will be selected for each particular Bill. Conditions are set based on the master data received from NetSuite: Vendors, Items, Accounts, etc. This is how you add an ...
Parallel and sequential approvals in NetSuite
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 approve a document. Set sequential approvals if you have Approvers from ...
Can I copy rules between Approvers? (NetSuite)
Yes, ApprovalMax does support the copying of rules and restrictions from one workflow participant to another.
What happens if the Default Approver approves a request? (NetSuite)
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 ...
Can the second approval step be bypassed if the Approvers are the same ones?
By default, even if the Approvers in the second step are the same ones as in the first step, it is still not possible to bypass the second step to save them having to approve the same request twice. ApprovalMax will follow your workflow even if the ...
Can I specify how many Approvers need to approve in order to authorise a step? (NetSuite)
ApprovalMax supports two approval conditions: “All” and “Any of”. They determine how many of the Approvers are required to complete a step — either all or a certain number of the assigned Approvers:
Approval conditions
There can be multiple Approvers in any approval step. If this is the case, you can specify how such a request should be handled. For this, you can choose between the two approval conditions: “All” and “Any of”. They determine how many of the ...
How to deactivate an approval workflow
If you want to stop an approval workflow, you can simply deactivate it in ApprovalMax at any time. Here is how it works: Navigate to the main menu ( ) in the upper left-hand corner and select your Organisation. Open the Approval Workflows page under ...
How can I copy rules from one user to another? (NetSuite)
ApprovalMax provides Organisation Administrators with the option to copy rules between Approvers within the same step in the matrix and as well different steps of the same approval workflow. Here is how this can be done: In the main menu, select the ...
How can I set up an approval matrix?
This is how you define the conditions for the selection of Approvers in a step: In the main menu, select your Organisation and open the Approval Workflows page under Workflows and Settings: Choose the approval workflow: In the workflow, navigate to ...
How can I set up approval steps?
This is how you set up approval steps: Click on the main menu icon (in the upper left-hand corner), select your Organisation and open the Approval Workflows page under Workflows and Settings: If disconnected, connect to your NetSuite organisation. ...
Is it possible to rename NetSuite approval workflows?
No, it's not possible to rename NetSuite-connected approval workflows. However, you can give a name to each of the approval steps in the approval workflow.
What is an Auto-approval step (NetSuite)
The Auto-approval step is an additional first step in workflows that's available during trial periods and Advanced feature trial periods and in Advanced/Premium plans. In this step, you can enter conditions for the automated approval of requests ...
How to set up an Auto-approval step (NetSuite)
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 a Default Approver? (NetSuite)
When a new Vendor, Item or Account gets added in NetSuite, chances are that this won't be reflected in the approval matrix. To avoid an automatic approval of such not yet allocated requests, a Default Approver can be specified for each step. Then, if ...