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.
- Under your Organisation, open "Approval workflows":
- Select the predefined active workflow that you want to stop.
- Then, click on the icon and select "Deactivate":
- This will deactivate the approval workflow and it will no longer be possible to process requests that are related to that workflow:
Set up an approval workflow in just 10 minutes
How to set up a bill approval workflow. How to set up a purchase order approval workflow. How to set up a sales invoice approval workflow.
Approval decision policy (Xero)
If you have the same Approvers in several steps of an approval workflow, you can decide whether they all have to approve in each and every one of the steps, or if the approval decision made in the first step is to be applied to all other steps too. ...
How can I download an approval workflow for my Xero Organisation?
ApprovalMax supports the download of approval workflows as a PDF file for audit purposes. This is how it works: In the main menu, open the page "Approval workflows": Click on the workflow that you want to download: To download the approval workflow ...
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How often is data synced with Xero?
Pulling new documents and pushing back approval decisions ApprovalMax pulls new Bills/Invoices/Purchase Orders every 1 hour during a day. However, due to Xero API limitations, it’s not possible to get them right after they’ve been created. You can ...