ApprovalMax Standalone Solution
How can I set up an approval deadline? (stand-alone)
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 ...
Does ApprovalMax support cryptocurrencies?
Yes, ApprovalMax supports the following cryptocurrencies for stand-alone requests: Bitcoin (BTC) Bitcoin Cash (BCH) BNB (BNB) Cardano (ADA) Dogecoin (DOGE) ETC (Ethereum Classic) Ethereum (ETH) LINK (Chainlink) Litecoin (LTC) Tether USDT (USDT) TRON ...
Video: How to work with ApprovalMax Stand-alone Workflows?
ApprovalMax product walk-through: how to work with ApprovalMax Stand-alone:
Why are the links in a stand-alone request not clickable?
Links in stand-alone requests are not clickable because this would pose a security risk. To minimise the risk of clicking on a phishing link, ApprovalMax does not support hyperlinks in stand-alone workflows.
Is it possible to set up approver in the next step, based on the previous approver? (Stand-alone)
No, currently, it is not possible to set up next step approver in approval workflow based on the previous step.
What happens if I delete the workflow? (Stand-alone)
If you accidentally delete your workflow, it is not possible to recover it, unfortunately. You can create a new workflow from scratch or copy/adjust it.
Video: How to configure Auto-Approvals (Stand-alone)
ApprovalMax product walk-through: how to configure Auto-Approvals
How can I copy workflow settings to another Organisation? (Stand-alone)
ApprovalMax supports a tool that allows to copy 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 ...
Is it possible to run reports for offboarded users? (Stand-alone)
No, once a user has been deleted (offboarded), reports with the name of this user will not be available. It is also not possible to run reports for requests created by a deleted user.
How can I add users in ApprovalMax? (Stand-alone)
This is how you add users in ApprovalMax: In the main menu, select your Organisation and open the Users page under Workflows And Settings. Click on and type in the user’s email address. You can enter multiple email addresses; separated by a comma, ...
How can Administrators manage Substitutes? (Stand-alone)
When Approvers go on holiday, they or the Administrator can assign a Substitute to handle approval requests on their behalf as well as set a start and end date. During this period, all approval requests normally heading to the absent Approver will ...
For which Organisations are stand-alone workflows available?
Stand-alone workflows are available for Organisations with: Normal trials Advanced feature trials with a standard subscription Premium subscriptions Partner status: Partners* can nominate one of their Organisations as a free Partner edition ...
Can I enter my own values in the fields of a stand-alone request?
Unfortunately, you can only use the predefined values that have been specified in the approval matrix by an Administrator of the Organisation.
How can I specify instructions for Requesters? (Stand-alone)
An Organisation's Administrator can provide a message that will be shown to Requesters during request creation. This is how instructions for Stand-alone Requesters can be set up: In the main menu select your Organisation and open "Approval workflows" ...
Approval decision policy (Stand-alone)
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. ...
Getting started guide for stand-alone workflows
What is a stand-alone workflow? Stand-alone workflows are not connected to any online accounting platform. They can be used for the approval of any request or document, e.g. contract approval, capital expenditure (CapEx), supplier approval, request ...
Approval conditions (Stand-alone)
In any approval step, there can be multiple Approvers. If this is the case, you can specify how such a request should be handled. For this, you can choose between two approval conditions: “All” and “Any of”. They determine how many of the Approvers ...
How can I test a stand-alone solution?
Please follow the steps below to test a stand-alone solution: In the Organisation selection section click on "+ Add an Organisation": In the pop-up window, select Connect Later and click on NEXT: Then, click on the CREATE button and design your own ...
How can I create new fields in a request form? (Stand-alone)
In stand-alone requests, you can create any drop-down field you need. To do that, open the approval matrix of the respective stand-alone workflow: Click on “Add field” and type in a name for the new field: In the approval matrix, you can create ...
How can I set up an approval workflow for travel requests, and how do I create a travel request? (Stand-alone)
ApprovalMax also supports other types of workflows, e.g., for the approval of contracts or travel requests. This is how you can set up a workflow for travel requests: Click on the "CREATE" button to create a new workflow: Add Requesters and ...
Contract approvals (Stand-alone)
Stand-alone requests allow users to initiate approval processes for specific documents or transactions independent of any existing workflow/ integration with accounting system. ApprovalMax enables multi-step approval workflows for such matters. Among ...
How can I set up ApprovalMax as a stand-alone solution?
Apart from working seamlessly with a number of accounting platforms, ApprovalMax can also help improve other workflows within an organisation to increase transparency and control. Typical examples include contract approvals, capital expenditures ...
Popular Articles
Certification management
In the Practice Staff section, the Account Owner/Account Manager can only view a user’s certification status and download their certificate if the user has accepted an invitation: If a user has not yet completed certification, you can invite them to ...
Support Policy
Feel free to contact us during your trial or subscription period; our Customer Support team will be happy to help. When signing up for an ApprovalMax Trial, you’ll get placed on the Other Support service plan. Once you purchase a Standard/Advanced ...
Bill-to-PO Matching: Migration process from old Matching to new Matching
The previous version of Matching functionality will no longer be supported starting from 1 April 2023. This means that all Organisations should migrate to the new data format to continue using the Bill-to-PO Matching feature. If your Organisation’s ...
Roles in ApprovalMax
Overview Account-based role Organisation-based roles Workflow-based roles OverviewThere are three types of roles in ApprovalMax: Account-based, Organisation-based and Workflow-based. Within the same ApprovalMax Organisation, a user can have one ...
Is ApprovalMax integrated with Xero Projects?
Xero Projects is an awesome product by Xero, which enables to keep track of time and costs for each project. Among other features, it allows to easily link Bill line items to specific projects and keep track of project expenses. We'd love to show you ...