How can I set up an approval matrix? (Stand-alone)
How can I set a "Does not match" condition in the approval matrix? (Stand-alone)
The approval matrix allows the definition of rules that determine which Approvers will be selected for each particular request. Conditions are set based on the Requester/values for created custom fields. Although positive rules are set by default, ...
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 ...
Video: How to set up an approval matrix
ApprovalMax product walk-through: how to set up an approval matrix in ApprovalMax https://www.youtube.com/watch?v=e5EwmMQEYdo
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 an approval matrix? (QuickBooks Online)
This is how you define the conditions for the selection of Approvers in a step: In the main menu select your Organisation and open Approval workflows page under "Workflows and settings" section. Select the respective workflow: Inside, navigate to the ...