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.



    • Related Articles

    • 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 Creation and Approval workflow Bill Creation, Review and Approval workflow AP ...
    • Stand-alone getting started guide

      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 ...
    • How can I test a stand-alone solution?

      Please follow the steps below to test a stand-alone solution: Navigate to the main menu  in the upper left-hand corner, in Organisation selection section click on "+ Add an Organisation": In the pop-up window, select "Connect later" and "Next": Then, ...
    • For which Organisations are stand-alone workflows available?

      Stand-alone workflows are available for Organisations with: Normal trials Advanced feature trials with a standard subscription Premium subscriptions Partner status: Partners can nominate one of their Organisations as a free Partner edition ...
    • How can I specify instructions for Requesters? (Stand-alone workflows)

      An Organisation's Administrator can provide a message that will be shown to Requesters during request creation. This is how instructions for Stand-alone Requesters can be set up:  In the main menu  (in the left upper corner) select your Organisation ...