Approval conditions (Stand-alone workflows)
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 are required to complete the step — either all or only one of the assigned Approvers.
“All” is the default condition. When you add a new step, the approval condition will be set to “All”.
To change this, click on the drop-down symbol, select the relevant option and then click on "DONE" in the modal window. To apply the selected condition, you need to activate or update the workflow.
Please note: this setting affects only requests that have multiple Approvers assigned to a particular step.
Which workflows does ApprovalMax support?
ApprovalMax supports workflows for several cloud accounting products and can also serve as a stand-alone solution. ApprovalMax for Xero Accounts Payable Purchase Order Creation and Approval workflow Bill Creation, Review and Approval workflow AP ...
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 ...
Approval decision policy (Stand-alone workflows)
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. ...
How can I specify instructions for Requesters? (Stand-alone workflows)
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: Navigate to your Organisation under the main menu icon (in the left ...
How alternative rules in the approval matrix work
The approval matrix allows the definition of rules that determine which Approvers will be selected for each particular Bill / Purchase Order / Sales Invoice or Credit Note. Conditions are set based on the master data received from Xero: suppliers, ...