How requesters work
What will happen to requests whose Requester gets deleted from the Organisation?
If a user with the Requester role is offboarded from an Organisation, their requests remain visible for authorised Approvers and Administrators of that Organisation and can get approved or rejected. Please note: if such requests get rejected, it will ...
For how long are attachments kept in the system?
Attachments are an essential part of an item and, therefore, kept as long as the item remains in ApprovalMax. As users cannot delete any requests, the attachments are stored indefinitely. Please note: this is also true for retired Organisations, i.e. ...
Can I email Bills/Purchase Orders to an ApprovalMax Organisation?
Unfortunately, no. Currently, we do not support Purchase Order/Bill creation via emailing them as attachments.
Can Purchase Orders/Bills be amended after approval?
Before the final approval, Requesters are allowed to amend Purchase Orders and Bills that were created in ApprovalMax. Such changes will lead to a restart of the approval workflow process and all approval decisions made so far will be reset. After ...
Requester Guide
Requester Guide is available on our website, please follow this link to find it : ApprovalMax – Requester Guide
Video: How to raise a Purchase Order
ApprovalMax product walk-through: how to raise a purchase order https://www.youtube.com/watch?v=UpOtDJbD2xE
Can I delete requests in ApprovalMax?
The only requests you can delete in ApprovalMax are those in "Draft" status. Requesters can cancel not yet approved requests, or you can contact support and we will delete requests on our side.
Who gets notified about approvals, rejections and comments?
Who gets notified about approvals: The Requester gets notified about the approvals in each step. All Approvers of a current step are notified about approvals pending their decision. Please note: Approvers won't be notified about approvals made by ...
How are recurring Bills/Invoices handled?
Maybe you have recurring transactions in Xero. In Xero, you can set such transactions to either “Save as Draft” or “Approve”. If you set recurring transactions to “Save as Draft”, you'll need to submit them manually for approval so that ApprovalMax ...
Who can change Purchase Orders and other requests?
The person who created the Purchase Order or other request in ApprovalMax can modify it. If any changes are applied, the approval process will be restarted going through the approval workflow again, and previous approvals will be reset. For Xero ...
Who can create Purchase Orders and other requests?
To enable a user to raise Purchase Orders and other requests, he must be added as a Requester to the corresponding workflow, be that a Purchase Order workflow or a Standalone workflow. If you need to create a Purchase Order but cannot do that, please ...
How can I cancel a Purchase Order?
Not yet fully approved Purchase Order can be cancelled in ApprovalMax. To do so, the Purchase Order Requester needs to click on the "Cancel" button in the Purchase Order. Please note: Draft or fully approved Purchase Orders can not be cancelled.
How can I create a sample for Purchase Orders?
In ApprovalMax, you can save Purchase Orders as a draft. From such a draft you can create a clone, which means you don't have to create the same Purchase Order over and over again. The cloned Purchase Order can then be opened in edit mode and you can ...
How can I create a Purchase Order in ApprovalMax?
To create a Purchase Order (or any other request) in ApprovalMax, click on the "NEW REQUEST" button in the top right-hand corner near your Avatar: In the pop-up window, select the request type from the respective Organisation and click on "CREATE ...