Do Approvers need access to QuickBooks Online to do approvals?
No, Approvers who authorise Bills and Purchase Orders don't need access to QuickBooks Online in order to approve documents in ApprovalMax — this is one of the core benefits of ApprovalMax.
Do Approvers need access to Xero to do approvals?
No, Approvers who authorise Bills, Purchase Orders and other documents don't need access to Xero in order to approve them in ApprovalMax — this is one of the core benefits of ApprovalMax.Please also see who needs to have access to Xero.
Parallel and sequential approvals in QuickBooks Online
ApprovalMax supports both parallel and sequential approvals for documents. Set up parallel approvals if you have several Approvers in one step and want either any or all of them to make an approval decision. Set up sequential approvals if you have ...
How to create QuickBooks Online Bills for approval in ApprovalMax
There are several options for creating Bills which are then run through the approval workflow in ApprovalMax. Each one has advantages as well as disadvantages, depending on your business needs. Among them: Direct Dext to ApprovalMax integration for ...
Who needs to have access to Xero?
The person who connects ApprovalMax to Xero needs full access to the Xero file. Approvers who approve Bills, Purchase Orders, and other documents don't need access to Xero in order to approve documents in ApprovalMax — this is one of the core ...
Who has access to approval requests?
The security logics in ApprovalMax restrict the access to approval requests. Any particular request can only be seen by: The Requester (the person who created the request) The Approvers who make an approval decision for the request The Organisation's ...