How can Approvers and Requesters collaborate?
It is very easy and convenient for Approvers and Requesters of an approval request to collaborate in ApprovalMax. All people involved are being notified immediately and the discussion history will be logged for future reference. There are several ways to collaborate:
- In the web app, just click in the "Comments" section and enter your message:
- It also works this way in the mobile app:
- If you reply to an email notification, your response will be added as a comment automatically.
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 ...
Can I copy the rules between Requesters/Approvers? (Xero)
Currently, ApprovalMax does not support the copying of rules and restrictions from one workflow participant to another. So, for now, the only solution is to set up the same rules manually for other Requesters/Approvers. However, if the exact same ...
Can I copy the rules between Requesters/Approvers? (QuickBooks Online)
Currently, ApprovalMax does not support the copying of rules and restrictions from one workflow participant to another. So, for now, the only solution is that the Administrator sets up the same rules manually for other Requesters/Approvers. However, ...
How to prevent Xero Approvers from editing Bills
If you don't have Approvers who can amend Bills in ApprovalMax and don't want to activate this option either, just do not set the Reviewer matrix. This means: don't add any Approvers of the first step to the Reviewer matrix in the "Bill creation, ...
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 ...