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:
- Navigate to "Approval workflows" in your Organisation.
- 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.
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 ...
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 and click on "+ Add an Organisation": In the pop-up window, select "Use stand-alone workflows": Then, proceed to the approval ...
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: Navigate to your Organisation under the main menu icon (in the left ...
Stand-alone getting started guide
Read about our stand-alone solution.
Roles in ApprovalMax (stand-alone)
There are two types of roles in ApprovalMax: Organisation-based roles and Request-based roles. A user in ApprovalMax can have one Organisation-based role and at the same time be assigned to several Request-based roles. In this case, the authorities ...