Is it possible to receive approval notifications in batches instead of individual emails for each request?
ApprovalMax sends out two types of email notifications (instantly and daily):
New requests (instantly)
Other notifications (Auto-approvals/Auto-rejections, Forced decisions, change of Approvers, etc.) (instantly)
Summary of open approvals (daily) - you can specify the days and time for receiving these daily summary reports
This is how you set up daily summary reports:
- Click on your avatar in the top right-hand corner and select My Profile.
- In My Profile, you'll find the Email Notifications section. You can toggle the status for each notification type by clicking on .
- As a result, the button turns green and the respective notifications are switched on.
Here, you can also select your preferred days of the week and time for receiving the summary reports:
Managers are not receiving email notifications about Bills pending their approval (NetSuite)
In order to receive such notifications, three conditions must be met: Only managers that are taking part in the approval of a particular request are notified about it by the system. In their profile, managers must have turned on the notifications. ...
What is Batch Payment approval?
Instead of paying Bills one by one, you can prepare a Bulk Payment for Bills whose due dates are within a close range. Such payments are for large amounts and, therefore, might be subject to additional approval. Batch Payment requests are created as ...
How to set up notifications about Bill approvals (QuickBooks Online)
It is possible to configure ApprovalMax in a way that notifications about the most important events regarding Bills are sent to a particular email address. Creating Bills in ApprovalMax: Requesters can turn on instant notifications in My Profile ...
Does ApprovalMax support batch approval?
Yes, ApprovalMax supports Xero Batch payment approvals. This feature is available in beta, please contact support if you're interested in giving it a try. Please learn more how does Batch Payment approval work here.
Xero Batch Payments: partial payment
ApprovalMax supports partial payments for Xero Batch Payment requests. Here is how it works: Click on the button in the right-hand corner. In your Organisation, select Batch Payment and click on CREATE A REQUEST: You can now add Bills to a Batch ...