For which Organisations are stand-alone workflows available?
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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 ...
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 ...
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. Xero Integration ApprovalMax for Xero Accounts Payable Purchase Order workflow Bill workflow AP Credit Note workflow Xero Batch Payment ...
Can I copy users between Organisations?
ApprovalMax does not support a feature for copying users from one Organisation to another. However, as a workaround, you can use the copy workflow function and copy users with this. Then, just open the Users page under Workflows and Settings and ...