How is the approval deadline calculated? (Xero)
During the workflow setup, you can specify a point in time by which a particular approval step should be finalized.
As a private Beta, ApprovalMax supports two* types of approval deadline calculation:
Such a due date is currently determined this way: when a document is being created, ApprovalMax calculates right away the date and time when a request should be ready to be passed on to the next step based on the date/hour timing in the steps. So, the due date/time for all steps is set right away during document creation, and not once a step becomes active.
For example, you set a deadline in the first step of a request, 2 days, and one in the second step, 5 days. This means: in the first approval step, the due date will be shown as in 2 days. The due date for the second step will be calculated as the sum of deadlines for both steps (2 days for the first and 5 days for the second); i.e., the second step will be shown as due in 7 days.
For example, you set a deadline in the first step of a request, 2 days, and one in the second step, 5 days. This means: in the first approval step, the due date will be shown as in 2 days. The due date for the second step will be calculated as the sum of deadlines for both steps (2 days for the first and 5 days for the second); i.e., the second step will be shown as due in 7 days.
As a private Beta, ApprovalMax supports two* types of approval deadline calculation:
*If you want to enable this beta feature for your ApprovalMax Organisation, please get in touch with us.
- Based on the submission: With this calculation method, ApprovalMax immediately calculates the date and time by which a request should be ready for the next step at the time of document creation. This means that the deadline for all steps is set during the creation of the document, rather than when a step becomes active.
For example, you set a deadline in the first step of a request, 2 days based on the submission (BoS), and one in the second step, 5 days BoS. This means: in the first approval step, the deadline will be shown as in 2 days. The deadline for the second step will be shown in 3 days, if the approval of the first step took 2 days. - Based on the approval: With this calculation method, ApprovalMax immediately calculates the date and time by which the first approval step should be finalized. The deadlines for the subsequent steps depend on the approval time of the previous step. The calculation of the approval deadline for each step, starting from the second step, begins when the previous step is approved.
For example, you set a deadline in the first step of a request, 2 days based on the arrival (BoA), and one in the second step, 5 days BoA. This means: in the first approval step, the deadline will be shown as in 2 days. The deadline for the second step will be shown in 5 days, if the approval of the first step took 2 days.
Related Articles
How can I set up an approval deadline? (Xero)
During the workflow setup, you can specify a point in time by which a particular approval step should be completed. To do so, click on the "clock" icon in the approval step. By default, the approval deadline is not set. As a private Beta, ApprovalMax ...How is the approval deadline calculated? (NetSuite)
During the workflow setup, you can specify a point in time by which a particular approval step should be finalized. Such a due date is currently determined this way: while a document is being created, ApprovalMax calculates right away the date and ...How is the approval deadline calculated? (Cin7 Core)
During the workflow setup, you can specify a point in time by which a particular approval step should be finalised. Such a due date is currently determined this way: when a document is being created, ApprovalMax calculates right away the date and ...What is a Default Approver? (Xero)
When a new tracking option, inventory item, contact or account code, etc. 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 ...What is the "Fraud detection — bypassing the approval workflow" feature?
ApprovalMax allows the proper tracking of documents that were created and then approved directly in Xero, without going through the appropriate approval workflow in ApprovalMax. Administrators of an Organisation are notified about such activities, as ...