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:
- In the main menu select your Organisation and navigate to "Approval workflows" page under "Workflows and settings" section.
- Click on the "+" icon next to "Stand-alone workflows".
- 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
- Activate your new approval workflow.
Where I can find a reporting function? (Stand-alone)
To access the reporting feature, navigate to the main menu in the upper left-hand corner, select your Organisation and open "Reports": Here you have the option to create your own report with filters that reflect your particular needs. This is how you ...
Which workflows does ApprovalMax support?
ApprovalMax supports workflows for several cloud accounting products and can also serve as a stand-alone solution. ApprovalMax for Xero Accounts Payable Purchase Order workflow Bill workflow AP Credit Note workflow Batch Payment workflow Airwallex ...
Getting started guide for stand-alone workflows
What is a stand-alone workflow? Stand-alone workflows are not connected to any online accounting platform. They can be used for the approval of any request or document, e.g. contract approval, capital expenditure (CapEx), supplier approval, request ...
What is the "Watchers" functionality? (Stand-alone)
The "Watchers" functionality in ApprovalMax allows users to closely monitor and stay informed about specific approval requests within the system. When a user is assigned as a "Watcher" for a particular request, they will receive notifications and ...
ApprovalMax was founded in March 2014 by a team of workflow/BPM professionals who are passionate about easy tools that reduce complexity, deliver simplicity, and just work. Our goal is to provide finance managers and accounting outsourcing companies ...