How are Approvers notified?
There are two notification types for new approval requests:
- email notifications, providing the Approve/Reject buttons (you'll need to log into
ApprovalMax only once; afterwards, the approval/rejection of Bills will be possible without having to log in)
- push notifications, if you have the ApprovalMax Mobile apps for Approvers and Requesters installed
If a deadline has been set, reminder notifications will be sent both 24 hours
prior to the deadline and on the actual deadline.
Every morning, a list of requests waiting for approval/rejection is sent to the respective Approvers.
Learn how Approvers can make their decision
Mobile apps for Approvers and Requesters
There are two different mobile apps available for Approvers and Requesters, depending on the device used: iPhone Android Mobile apps allow to raise Purchase Orders, Bills and stand-alone requests as well as approving all kinds of requests for ...
How can Approvers make their decision?
There are several ways to approve/reject a request: Click on the “Approve” or “Reject” button in the notification email. Reply to the notification email starting with the word “Approved”/"Approve" or “Rejected”/ "Reject". Tap on the "Approve" or ...
Can I search for requests in the mobile app?
No, the search function is not supported in the mobile app. Please use the web app to find particular requests. For more information, please refer to: How to find a request in ApprovalMax (Xero) How to find a request in ApprovalMax (QuickBooks ...
What is a Default Approver?
When a new tracking category, inventory item, or account code is added in Xero, chances are that this is not reflected in the approval matrix. To avoid an automatic approval of such not yet allocated requests, a “Default Approver” can be specified ...
Can the second approval step be bypassed if the Approvers are the same ones?
By default, if the Approvers in the second step are the same ones as in the first step, it is still not possible to bypass the second step to save them from having to approve twice. ApprovalMax will follow your workflow even if the responsible ...