Video: How to set up an approval workflow

Video: How to set up an approval workflow

ApprovalMax product walk-through: how to set up an approval workflow in ApprovalMax 




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      This is how you set up Xero Batch Payment workflow: In the main menu, find your Organisation and open the Approval Workflows page under Workflows And Settings: Click on the Xero Batch Payment approval workflow: The first step is Payment Creation. ...
    • How to set up an Airwallex Batch Payment approval workflow

      This is how you set up an Airwallex Batch Payment workflow: In the main menu, select your Organisation and open Approval Workflows under Workflows And Settings: Select the respective approval workflow: The first step is Payment Creation. Here you can ...
    • How can I set up an approval deadline? (Xero)

      During the workflow setup, you can specify a point in time by which a particular approval step should be completed. To do so, click on the "clock" icon in the approval step. By default, the approval deadline is not set. ApprovalMax supports setting ...
    • Set up an approval workflow - guides (Xero)

      How to set up a Bill approval workflow How to set up a Purchase Order approval workflow How to set up a Sales Invoice approval workflow
    • How does the approval of Xero Sales Invoices work?

      ApprovalMax allows to set up multi-step approval workflows for Xero Sales Invoices. This is how it works: Sales Invoices are created and submitted for approval in Xero or created directly in Approvalmax. ApprovalMax pulls these Sales Invoices ...