Is it possible to rename NetSuite approval workflows?
No, it's not possible to rename NetSuite-connected approval workflows. However, you can give a name to each of the approval steps in the approval workflow.
Is it possible to rename Xero approval workflows?
No, it's not possible to rename Xero-connected approval workflows. However, you can give a name to each of the approval steps in the approval workflow.
How does the approval of NetSuite Purchase Orders work?
ApprovalMax enables the setup of multi-step approval workflows for Purchase Orders. This is how the approval of Purchase Orders created in NetSuite works: Purchase Orders are created and submitted for approval in NetSuite or directly in ApprovalMax. ...
How does the approval of NetSuite Bills work?
ApprovalMax enables multi-step approval workflows for NetSuite Bills. This is how it works for Bills created in NetSuite: Bills are created in NetSuite in the Pending Approval status. ApprovalMax pulls these Bills, including all relevant details. ...
Approval decision policy (NetSuite)
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 to pull Bills from NetSuite
It is possible to configure ApprovalMax in a way that it pulls all Bills in the Pending Approval status from NetSuite and starts the respective approval workflow for them. In order to do so, go to the Bill Approval workflow, click on the Add ...