How to set up a Review step
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How to set up a Review step
In the main menu, find the Organisation for which you want to set up a Review step. Then go to Approval Workflows under Workflows And Settings: Open the workflow for which you want to set up a Review step. Click on the “+” icon and select Add Review ...
How to set up a Review step (QuickBooks Online)
In the main menu, find the Organisation for which you want to set up a Review step. Then go to Approval workflows under Workflows and settings: Open the workflow for which you want to set up a Review step. Click on the + icon and select "Add Review ...
In which plans is the Review step functionality available? (QuickBooks Online)
The Review step is available for ApprovalMax Organisations under one of the supported subscription plans: ApprovalMax Trial Organisations connected to Xero (during the free 14-day trial period) ApprovalMax Advanced plan ApprovalMax Premium plan
What is the Review step?
Review step is an independent step that enhances the accuracy and efficiency of your approval workflows. The Review step is positioned before the Auto-Approval step. As this makes it the first step of an approval workflow, it provides a dedicated ...
In which plans is the Review step functionality available?
The Review step is supported for all GLs: Xero, QuickBooks Online and NetSuite. The Review step is available for Xero and QuickBooks Online Organisations under one of the supported subscription plans: ApprovalMax Trial Organisations (during the free ...