ApprovalMax Standalone Solution
How can I download an approval workflow for my Stand-alone Organisation?
ApprovalMax supports the download of approval workflows as a PDF file for audit purposes. This is how it works: In the main menu, select your Organisation and open Approval workflows page under "Workflows and settings" section: Click on the workflow ...
What data can be extracted from ApprovalMax? (Stand-alone)
You can extract the following data from ApprovalMax: 1. Workflows in the PDF format 2. Audit report archives 3. Archives with the attachments of requests 4. Organisation Administrator can generate and download reports in the CSV format.
How is the approval deadline calculated? (stand-alone)
During the workflow setup, you can specify a point in time by which a particular approval step should be finalised. ApprovalMax supports two types of approval deadline calculation: Based on the submission: With this calculation method, ApprovalMax ...
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 ...
How can I set up an approval matrix? (Stand-alone)
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 an approval workflow, or create a new one: Navigate to the ...
How can I set a "Does not match" condition in the approval matrix? (Stand-alone)
The approval matrix allows the definition of rules that determine which Approvers will be selected for each particular request. Conditions are set based on the Requester/values for created custom fields. Although positive rules are set by default, ...
Video: How to work with ApprovalMax Stand-alone Workflows?
ApprovalMax product walk-through: how to work with ApprovalMax Stand-alone:
Why are the links that were added to a stand-alone request not clickable?
Links that were added to a stand-alone request 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 ...
How to set up an Auto-Approval step (Stand-alone)
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: Open the workflow for which you want to set up an Auto-Approval step and click on the + button: ...
How can I change the time zone for my stand-alone Organisation?
Only an Organisation Account Owner can change its time zone. This is how the time zone can be changed: In ApprovalMax, open the "Organisation settings" page and select your preferred time zone: Save the changes you made.
How can I change the default currency? (Stand-alone)
This is how you can change the default currency in an Organisation that uses stand-alone workflows: Open the main menu and select your Organisation. Navigate to the "Organisation settings" page under "Workflows and settings" section. Select a new ...
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 alternative rules in the approval matrix work (Stand-alone)
The approval matrix allows the definition of rules that determine which Approvers will be selected for each particular request. Conditions are set based on the master data created in the approval matrix. This is how you add an alternative rule: In ...
Parallel and sequential approvals (Stand-alone)
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 ...
Report scheduler (Stand-alone)
It is now possible to schedule the sending of reports. This is how it works: In the main menu, select your Organisation and open "Request reports" page under the "Reports" section. Open report and click on the clock icon: Add a rule name, type in the ...
Where I can find a reporting function? (Stand-alone)
To access the reporting feature, in the main menu select your Organisation and open "Request reports": Here you have the option to create your own report with filters that reflect your particular needs. This is how you set up your own stand-alone ...
What is a Default Approver? (Stand-alone)
When a new value is added to a field in the workflow, chances are that this is not reflected in the approval matrix for a particular step. To avoid an automatic approval of such not yet allocated requests, a “Default Approver” can be specified for ...
How can I assign a new role to a user? (Stand-alone)
Company admins can assign different roles to the users. To assign a new role to a user, simply navigate to the Users page under the main menu and select a role from the drop-down menu next to the user:
Roles in ApprovalMax (Stand-alone)
There are three types of roles in ApprovalMax: Account-based, Organisation-based and Workflow-based roles. Within one Organisation a user in ApprovalMax can have one Account-based or Organisation-based role and at the same time be assigned to several ...
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. ...
Can I specify how many Approvers need to approve in order to authorise a step? (Stand-alone)
ApprovalMax supports two approval conditions: “All” and “Any of”. They determine how many of the Approvers are required to complete the step — either all or a number of the assigned Approvers.
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 ...