Review step
How can Approvers return a request to the Review step?
Approvers can return a request to the Review step from any approval step without having to reject it: Requests that were returned to the On Review status can be edited and resubmitted for approval. When a request is submitted for approval from the ...
Manual Exchange Rate in Approvalmax
Xero Organisations with multiple currencies struggle to provide the required exchange rates for specific requests: currently all requests are created with the current rate, which works fine for today's and future dates but fails to meet the expected ...
What is the Default Reviewer and how do I set one up?
To prevent that requests bypass the review step, you can designate a Default Reviewer. If no other Reviewer is specified based on the review and coding matrix, requests will automatically be assigned to this Default Reviewer. To set a Default ...
Who can remove Reviewers from requests and how does it work?
Organisation Administrators can remove any Reviewer from a request. Reviewers of a request can remove those Reviewers they have previously added. This is how you remove a Reviewer: In the Review step, click on the Change the Reviewer button: Hover ...
Who can manually edit the Reviewers?
Users who can manually edit the Reviewers are as follows: Administrators can add/remove Reviewers Auditors and Watchers cannot add/remove Reviewers Eligible Reviewers can reassign the review to another user, and can add other users as a Reviewer ...
How can I reassign a request to another Reviewer?
To reassign a request to another Reviewer, click on the Reassign button: When you select a user, you can leave an optional comment. When finished, click on REASSIGN REQUEST:
Who can see requests that are On Review?
Users with the following roles can see requests that are On Review: Administrators/Account Owner Auditors Requester of the request Reviewer(s) of the request Watcher(s) of the request
How do I set up the Review step in an ApprovalMax workflow?
In the main menu, find the Organisation for which you want to set up a Review step. Then go to Approval Workflows under Workflows And Settings: Open the workflow for which you want to set up a Review step. Click on the “+” icon and select Add Review ...
What is the Review step in ApprovalMax?
Review step is an independent step that enhances the accuracy and efficiency of your approval workflows. The Review step is positioned before the Auto-Approval step. As this makes it the first step of an approval workflow, it provides a dedicated ...
How to migrate from the Review Function to Editing on Approval
ApprovalMax first introduced a basic Review and Coding feature in 2017, specifically for Xero Bills. Since then, we’ve developed a more powerful and flexible solution: Editing on Approval. This enhanced feature supports a broader range of Xero ...
What is the difference between the Review step and the Editing on Approval feature?
What is the Editing on Approval functionality? Approvers with editing privileges can change requests during the approval process without having to reject them. ApprovalMax Administrators and Workflow Managers can grant editing permissions to ...
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