Contract approvals
ApprovalMax enables multi-step approval workflows not just for Xero/QuickBooks Online documents but also for other matters.
Among the most popular items benefitting from an efficient approval workflow are contracts because, in general, agreements have to be approved by various people/departments before they can get signed:
Among the most popular items benefitting from an efficient approval workflow are contracts because, in general, agreements have to be approved by various people/departments before they can get signed:
- Business
- Legal
- Finance
- CEO
ApprovalMax makes this process smooth and transparent.
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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 ...Stand-alone getting started guide
What is a stand-alone workflow? Stand-alone workflows are not connected to any online accounting platform. They can be used for the approval of any request or document, e.g. contract approval, capital expenditure (CapEx), supplier approval, request ...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 ...How can I set up an approval workflow for travel requests, and how do I create a travel request?
ApprovalMax also supports other types of workflows, e.g., for the approval of contracts or travel requests. This is how you can set up a workflow for travel requests: Click on the "CREATE" button to create a new workflow: Add Requesters and ...Parallel and sequential approvals in Xero
ApprovalMax supports both parallel and sequential approvals for documents. Set parallel approvals if you have several approvers in one step and need any or all of them to approve a document. Set sequential approvals if you have approvers from ...