Contract approvals (Stand-alone)
Stand-alone requests allow users to initiate approval processes for specific documents or transactions independent of any existing workflow/ integration with accounting system.
ApprovalMax enables multi-step approval workflows for such 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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Getting started guide for stand-alone workflows
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 ...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 ApprovalMax for QuickBooks Online ApprovalMax for Oracle NetSuite ApprovalMax for Cin7 Core Stand-alone workflows ...What is the Watcher functionality? (Stand-alone)
The Watcher functionality in ApprovalMax allows users to closely monitor and stay informed about specific approval requests within the system. When a user is assigned as a Watcher for a particular request, they will receive notifications and updates ...Where I can find a reporting function? (Stand-alone)
To access the reporting feature, in the main menu select your Organisation and open "Request reports": Here you have the option to create your own report with filters that reflect your particular needs. This is how you set up your own stand-alone ...