ApprovalMax Standalone Solution
How can I test a stand-alone solution?
Please follow the steps below to test a stand-alone solution: Navigate to the main menu in the upper left-hand corner, in the Organisation selection section click on + Add An Organisation: In the pop-up window, select Connect Later and click on NEXT: ...
Attaching files to stand-alone requests in ApprovalMax
During the creation of stand-alone requests in ApprovalMax, you can attach files. However, some technical limitations do apply. Below are supported file extensions, size and number of files that can be attached: · File extensions: any - except .exe, ...
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)
ApprovalMax enables multi-step approval workflows not just for Xero/QuickBooks Online documents but also for other matters. Among the most popular items benefitting from an efficient approval workflow are contracts because, in general, agreements ...
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 ...