Can I copy the rules between Requesters/Approvers? (Xero)
How can I copy workflow settings to another Organisation? (NetSuite)
ApprovalMax supports a tool for copying a workflow setup between different workflow types in the same Organisation and between different Organisations under the same account. The Copy Workflow tool helps to reduce the time needed for the workflow ...
How to copy Xero Purchase Orders to a Bill
ApprovalMax allows Purchase Order Requesters to copy fully approved Purchase Orders to Bills. Please note: the Purchase Order Requester needs to be added also as a Bill Requester in the "Bill creation, review and approval" workflow. This is how it ...
Can I copy rules between Approvers? (NetSuite)
Yes, ApprovalMax does support the copying of rules and restrictions from one workflow participant to another.
How to prevent Xero Approvers from editing Bills
If you don't have Approvers who can amend Bills in ApprovalMax and don't want to activate this option either, just do not set the Reviewer matrix. This means: don't add any Approvers of the first step to the Reviewer matrix in the "Bill creation, ...
How can I download an approval workflow for my Xero Organisation?
ApprovalMax supports the download of approval workflows as a PDF file for audit purposes. This is how it works: In the main menu select your Organisation and open Approval workflows page under "Workflows and settings" section. Click on the workflow ...