How requesters work
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 ...
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Roles in ApprovalMax
There are two types of roles in ApprovalMax: Organisation-based roles and Request-based roles. A user in ApprovalMax can have one Organisation-based role and at the same time be assigned to several Request-based roles. In this case, the authorities ...
Budget management
We are currently working on a feature to allow checking Bills and Purchase Orders against the budgets that can be pulled from Xero. The Beta version is already available, so please contact us if you’d be interested in giving it a try. Once the ...
Support Policy
Within the trial or subscription period feel free to contact us and our Customer Support team will be happy to help you. When signing up for an ApprovalMax subscription, you automatically get access to our Standard Support service. Approved Partner ...
Can I approve QuickBooks Online Bills?
Yes. You can now create bills in ApprovalMax, route them through a multi-step approval workflow and then push them to QuickBooks Online on approval completion.
Approval conditions
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 ...