Is it possible to put Xero requests On Hold?
ApprovalMax provides an On Hold functionality to manage requests that require a temporary suspension.
What does On Hold mean?
The On Hold status allows you to pause a request without cancelling it. This is useful when:
• You need to gather more information
• You want to postpone a request until a later date
The corresponding comment is added to the audit log.
Such requests won't be up for approval/rejection unless the respective person revises the On Hold status and returns the request to On Approval.
Important note: The approval steps are not reset when a request is removed from the On Hold status. So, the request will resume the approval process from the point where it was paused.
Who can put a request On Hold?
- Account Owner
- Organisation Administrator
- Requester
- Approver
On Hold status: restrictions and impact
When a request is placed On Hold, the following restrictions apply:
- Manual approval, rejection, editing and revoking a decision is not possible
- Manual restart: requests with this status cannot be included in the restart of a workflow
Please note: If changes have been pulled from the GL, requests will be restarted and remain in the On Hold status. If a request On Hold is subject to auto-approval, it will be automatically approved upon meeting the auto-approval criteria.
Notifications
When a request is placed On Hold or removed from the On Hold status, the following users will be notified:
- Approvers
- Reviewers
- Watchers
How to set/remove the On Hold status
This is how you put a request On Hold
1. Click on the Lock icon in the request:
2. Provide a comment with your reason for placing the request On Hold:
This is how you remove a request from the On Hold status
1. Click on the green Lock icon in the request:
2. Provide a comment with your reason for returning the request to the approval process:
In which plans is the On Hold functionality available?
Currently, ApprovalMax supports the On Hold functionality in beta.
After it's release, the On Hold functionality will be part of our Advanced and Premium plans.
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