How to deactivate an approval workflow? (Dear)
If you want to stop using a particular approval workflow, you can simply deactivate it in ApprovalMax at any time.
Here is how it works:
Navigate to the main menu in the upper left-hand corner and select your Organisation.
How to deactivate an approval workflow?
If you want to stop one or several approval workflows, you can simply deactivate the respective workflow(s) in ApprovalMax at any time. Here is how it works: Navigate to the main menu in the upper left-hand corner and select your Organisation Open ...
Approval conditions (Dear)
There can be multiple Approvers in any approval step. If this is the case, you can specify how requests are to be handled. For this, you can choose between two approval conditions: “All” and “Any of”. They determine how many of the Approvers are ...
How can I set up an approval matrix? (Dear)
This is how you define the conditions for the selection of Approvers in a step: In the main menu, select your Organisation and open the Approval Workflows page in the Workflows and Settings section: Select an approval workflow: In the workflow, ...
How alternative rules in the approval matrix work (Dear)
The approval matrix allows the definition of rules that determine which Approvers will be selected for each particular Purchase Order. Conditions are set based on the master data received from Dear: Vendors, Items, Accounts, etc. This is how you add ...
What is the "Fraud Detection — changes after approval" setting? (Dear)
ApprovalMax tracks all changes that are made to a finance document in Dear after the document has been approved in ApprovalMax. This includes Organisation-wide changes such as Suppliers, Categories or Locations. ApprovalMax enables Administrators to ...