How can I set up ApprovalMax as a stand-alone solution?

How can I set up ApprovalMax as a stand-alone solution?

Apart from working seamlessly with a number of accounting platforms, ApprovalMax can also help improve other workflows within an organisation to increase transparency and control. Typical examples include contract approvals, capital expenditures (CapEx), supplier approvals, requests for time off, and travel requests.



This is how you can set up a generic workflow:
  1. In the main menu select your Organisation and navigate to "Approval workflows" page under "Workflows and settings" section.
  2. Click on the "+" icon next to "Stand-alone workflows".
  3. Design a new workflow: you can create as many approval steps as you need, before adding the relevant Approvers for each step by typing in their email address. If necessary, you can specify Approvers based on particular criteria.

  1. Activate your new approval workflow.



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