What are the requirements for using Contact approvals?
Before you can use Contact approval workflows in ApprovalMax, some requirements must be met: The ApprovalMax Organisation must be actively connected to the Xero Organisation. The Xero subscription must not be expired. The ApprovalMax Organisation ...
What are the requirements for using the Batch Payment approval process?
The Xero subscription is active and has not expired The ApprovalMax Organisation is on one of the supported subscription plans: ApprovalMax Trial Organisation connected to Xero (during 14-day free trial period) ApprovalMax Standard plan + Advanced ...
What are the requirements for using Vendor approvals?
Before you can use Vendor approval workflows, some requirements must be met: The ApprovalMax Organisation must be actively connected to the QuickBooks Online Organisation. The QuickBooks Online subscription must not be expired. The ApprovalMax ...
Legal Basis for Processing Personal Data Under General Data Protection Regulation (GDPR)
Contract approvals (Stand-alone)
Standalone requests allow users to initiate approval processes for specific documents or transactions independent of any existing workflow/ integration with accounting system. ApprovalMax enables multi-step approval workflows for such matters. Among ...