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
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 select for which Organisations you want to receive notifications in Slack
When new requests are created in ApprovalMax and require your approval, you will receive a notification in Slack. By default, you will be able to receive notifications for all Organisations you are part of in ApprovalMax. To choose for which ...
How does the approval of Batch Payments work?
In ApprovalMax, you can configure a multi-step approval workflow for Batch Payments. This is a separate workflow that you need to set up and activate to use the Batch Payment approval process in ApprovalMax. This is how it works: New Batch Payment ...
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 ...