Is it possible to apply a budget to a stand-alone workflow?
No, this is not possible.
The Budget Checking feature is only available for Xero-connected Organisations and only Bills and Purchase Orders are being checked.
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Where I can find a reporting function? (Stand-alone)
To access the reporting feature, in the main menu select your Organisation and open "Request reports": Here you have the option to create your own report with filters that reflect your particular needs. This is how you set up your own stand-alone ...
Workflow version history (Stand-alone)
ApprovalMax supports a workflow versioning feature to review the previous versions of a workflow. Every workflow version has the following data: Author Creation date Version # Comment By clicking on the clock icon, a list of the archived workflow ...
Can I use Budget Checking as a condition in workflows?
No, at the moment, it is not possible to use Budget Checking as a condition in approval workflows.
How can I apply changes made to the approval workflow for not yet approved requests? (Cin7 Core)
Normally, if you make changes to your approval workflow, they will only be applied to new requests. However, it is possible to apply new workflow settings to already created but not yet approved requests by clicking on "Start Over The Workflow". You ...
How can I apply changes made to the approval workflow for not yet approved requests?
Normally, if you make changes to your approval workflow, they will only be applied to new requests. However, it is possible to apply new workflow settings to already created but not yet approved requests by clicking on "Start over the workflow". You ...