ApprovalMax Standalone Solution
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 ...
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.
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.
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 ...
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 I copy rules from one user to another? (Stand-alone)
ApprovalMax provides Organisation Administrators with the option to copy rules between Requesters and 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 ...
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: ...
What is auto-approval step? (Stand-alone)
Auto-approval step is an additional first step in workflow (except Vendor approval workflow) available during Trial period and Advanced feature trial period and in Advanced/Premium plans. With this step you can specify rules for automatic approval of ...
Can I enter my own field values in 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 ...
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 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, that are not connected to an accounting system. This is how you set up a workflow for travel requests: Click on the CREATE button to set up a ...
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
Can I view the certification status of employees?
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 ...
ApprovalMax 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 ...
Roles in ApprovalMax
There are three types of roles in ApprovalMax: Account-based, Organisation-based and Workflow-based. Within the same ApprovalMax Organisation, a user can have one account-based or Organisation-based role, and get assigned to several workflow-based ...
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 ...
How do I set up the "Pulling from Xero" step for Bills?
All Bills in Xero with the status "Submitted for approval" will be picked up by ApprovalMax and put through the designated approval process. When pulling Bills from Xero into ApprovalMax, all Bills will be created in the name of a specific user ...