I'm going on holiday. How can I set up Out of Office and delegate my approvals?
When going on holiday, or being on sick leave for instance, you can activate Out of Office. The person you specify here will be your Delegate and take care of requests submitted for your approval while you're unavailable.
- It is not possible to loop Delegates
- Delegates cannot set a Delegate for themselves
- If the original Approver has the authority to review (i.e. is added as a Reviewer), their Delegate will inherit this role
This is how you set up Out of Office:
A pop-up will open and allow you to select a Delegate for each of the Organisations you are involved in and let you set a start and end date for the delegation period:
Set a Delegate and period of delegation, then click on SAVE to apply your changes:
Setting a period of delegation is optional; if set, it includes both the start and end date.
Once a Delegate has been specified, the original Approver won't be notified about pending approvals. If the Delegate is removed before he/she has authorised all Bills waiting for approval, the original Approver will receive a notification about all the requests still pending approval.
Please note: the Delegate won't see requests approved by the original Approver.
How can Administrators manage Delegates? (Stand-alone)
If Approvers go on holiday, the Administrator (or the Approvers themselves) can set a Delegate for them. In this case, all approval requests intended for those Approvers will be sent to the Delegate. This is how an Administrator can set up a Delegate ...
Set up an approval workflow in just 10 minutes
Set up a bill approval workflow. Set up a purchase order approval workflow.
How can I set reminders of pending approvals?
In the mobile app, Approvers can set reminders so that they don't forget about approvals waiting for their decision. They will then receive a push notification according to their respective choice. This is how you set a reminder: Click on REMIND ME ...
Parallel and sequential approvals in NetSuite
ApprovalMax supports both parallel and sequential approvals for documents. Set parallel approvals if you have several Approvers in one step and need any or all of them to approve a document. Set sequential approvals if you have Approvers from ...
How to set up notifications about Bill approvals (QuickBooks Online)
It is possible to configure ApprovalMax in a way that notifications about the most important events regarding Bills are sent to a particular email address. Creating Bills in ApprovalMax: Requesters can turn on instant notifications in My Profile ...