Setting up approval workflows
How to customise the NetSuite request form in ApprovalMax
Aligning the ApprovalMax edit form with NetSuite requirements for Purchase Order and Vendor Bill workflows ensures that all essential fields are filled in during request creation in ApprovalMax. Certain fields that are not present in NetSuite can be ...
ApprovalMax URL to NetSuite settings
The setting determines when ApprovalMax inserts a link to the request in NetSuite system: either after the final approval or during the first sync of the request. This is how it can be set by a company Administrator: In the main menu, select your ...
Does ApprovalMax support routing for NetSuite custom fields?
ApprovalMax does support routing for several NetSuite custom fields. The Organisation Administrator can set rules in the approval matrix based on the NetSuite custom fields set in ApprovalMax. The field types Checkbox, Number and Reference are ...
Does ApprovalMax support NetSuite Custom fields?
Yes, currently, ApprovalMax supports custom fields from NetSuite: How to enable NetSuite custom fields in ApprovalMax In the main menu select your Organisation and open "Fields" page in the "Workflow and settings" section. Add custom segments/fields ...
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 ...
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. By default, the approval deadline is not set. ApprovalMax supports setting ...
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.
Can the next step be bypassed if the Approvers are the same? (NetSuite)
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 ...
Approval conditions (NetSuite)
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: In the main menu select your Organisation and open "Approval Workflows" page under "Workflows and Settings" section. Select the ...
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? (NetSuite)
This is how you define the conditions for the selection of Approvers in a step: In the main menu, select your Organisation and go to Approval Workflows under Workflows And Settings. Select and open the workflow: Navigate to the step and open its ...
How can I set up approval steps?
This is how you set up approval steps: In the main menu, select your Organisation and open the "Approval Workflows" page under "Workflows and settings" section. Select the respective workflow: Create as many approval steps as you need using the ...
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 add an Auto-Approval step. Then go to Approval workflows under Workflows and settings. Select the respective workflow: Open the workflow for which you want to set up an Auto-Approval ...
What is a Default Approver? (NetSuite)
When a new Vendor, Item or Account, etc. 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. ...
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How do I set up the "Pulling from Xero" step for Bills?
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