How can I specify instructions for Requesters? (Stand-alone)
How can I specify instructions for QuickBooks Online Expense Requesters?
An Organisation's Administrator can provide a message that will be shown to Requesters during Expense creation. This is how instructions for Expense Requesters can be set up: In the main menu select your Organisation and open "Approval workflows" ...
How can I specify instructions for Xero Batch Payment Requesters?
An Organisation's Administrator can provide a message that will be shown to Requesters during Batch Payment creation. This is how instructions for Batch Payment Requesters can be set up: Select your Organisation under the main menu icon (in the ...
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 ...
Why do phone numbers and delivery instructions not sync from Xero to ApprovalMax?
Although you can add in Xero phone numbers and delivery instructions as contact delivery details, these fields won't be synced to ApprovalMax due to Xero API limitations. If you need to specify phone numbers and delivery instructions, you have to do ...
How can I test a stand-alone solution?
Please follow the steps below to test a stand-alone solution: Navigate to the main menu in the upper left-hand corner, in Organisation selection section click on "+ Add an Organisation": In the pop-up window, select "Connect later" and "Next": Then, ...